Building the public's trust one client at a time

Our Mission

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


local governments

As of June 30, 2019

Our Services

Fund Administration

Fund Accounting
Participant Accounting
Transfer Agency
Client Services
Governing Board Support
Sales and Marketing

Investment Advisory

Portfolio Management
Risk Management
Credit Research
Portfolio Valuation
Investment Policy Review 

Individual Portfolio Management

Portfolio Management
Risk Management
Credit Research
Portfolio Valuation

Complementary Services

Investment Policy Development
Cash Flow Analysis
Customized Reporting
Banking/Custody RFP Consulting
Treasury Management

Get to know the team that serves you

Public Trust in the Community

In the Community

Supporting our Communities Impacted by COVID-19

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.

In the Community

Employee Spotlight: Karen Proctor

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 Community

Operation Homefront: Holiday Meals for Military

In the spirit of the holiday season, Public Trust recently sponsored and volunteered their time at Operation Homefront’s Holiday Meals for Military event!