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
Reporting
Investment Policy Review
Individual Portfolio Management
Portfolio Management
Discretionary/Non-discretionary
Risk Management
Credit Research
Portfolio Valuation
Complementary Services
Investment Policy Development
Cash Flow Analysis
Customized Reporting
Banking/Custody RFP Consulting
Treasury Management
Public Trust 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.
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!
Core Values
Core values and a strong, well-developed company culture are the foundation of any successful organization. At Public Trust, we empower our employees and foster an environment of trust for the benefit of our relationships with each other and with our clients.