Public Trust Advisors

The Public Trust Story

 

Public Trust was founded by a team of seasoned investment professionals with the single goal of providing relationship-focused investment management services to our clients.  Our professionals have significant experience providing investment management and advisory services to the institutional public funds marketplace.

 

Prior to Public Trust’s formation, our team of professionals held executive level roles with some of the nation’s largest fixed income asset management firms.  Through our combined expertise and long-standing client relationships, we have developed a national presence providing investment management services to our public sector clients.

 

The founding of Public Trust has given us a renewed sense of commitment to do what is right for each program or portfolio while doing what is right for each distinct marketplace, as well as each client.  We believe our actions and the fundamental foundation of our company points to a higher purpose that resides in our mission statement:

 

“To provide valued and trusted services to our marketplace in the manner we would serve ourselves and to create enduring bonds of trust between us and the clients we serve.”

We believe that the primary investment objective for our clients is safety of principal while achieving superior risk adjusted returns. Our approach is to implement a diversified investment strategy which minimizes market volatility. Our process establishes pre-and post-trade portfolio compliance, provides complete transparency to the strategy and holdings of the portfolio on a daily basis, and is based on the specific investment guidelines and objectives of each client.

 

We manage only fixed income assets for our institutional public fund clients. Our portfolio managers’ primary focus and expertise is in managing short and intermediate fixed income strategies. We are capable of offering our clients multiple investment options that are tailored to each client’s specific investment goals.

 

Public Trust professionals work closely with our clients’ investment management staff in the development and implementation of a comprehensive investment and treasury management program. Our goal is to ensure exceptional service through strong client relationships.  We provide tailored investment solutions, technical analysis, custom reporting solutions, and treasury management consulting services in an effort to ensure our clients’ investment needs and objectives are achieved.

 

In an ever changing marketplace Public Trust remains committed to our public sector clients. We offer cost effective turnkey solutions for many of the services required by the institutional public funds market.  Servicing our client’s investment needs and our ongoing dedication is what defines Public Trust.

 

This Web site is being provided for informational purposes only and should not be considered a solicitation or recommendation to buy or sell any securities. Complete information about the services provided by Public Trust Advisors is contained in our Form ADV Part 2A which can be obtained upon request.

Public Trust Advisors, LLC is not a chartered bank, trust company or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.