Building the public's trust one client at a time
Our mission is to create trusted investment management solutions that safeguard our clients’ assets and provide competitive market returns while delivering an exceptional customer experience. Through our team approach, our goal is to strengthen local communities nationwide.
We believe that investment management services for the public sector should grow your community while putting your local government first.
We serve nearly
As of June 30, 2019
Governing Board Support
Sales and Marketing
Investment Policy Review
Individual Portfolio Management
Investment Policy Development
Cash Flow Analysis
Banking/Custody RFP Consulting
Get to know the team that serves you
Public Trust in the Community
During times of uncertainty, helping our neighbors and our communities becomes more important than ever. Public Trust Advisors is committed to helping our communities across the nation.
At Public Trust, our employees are our greatest asset. For our Employee Spotlights, we take a moment to celebrate the accomplishments of our employees outside of the office.
In the spirit of the holiday season, Public Trust recently sponsored and volunteered their time at Operation Homefront’s Holiday Meals for Military event!