In an ever-changing marketplace, Public Trust remains a constant and trusted advisor entirely committed to serving our public sector clients. We love what we do and that is why we do what we do, with exclusivity and passion.
Public Trust provides short-term and intermediate fixed income investment management and advisory services primarily to the institutional public funds marketplace in three simple ways:
I) Separately Managed Accounts
Customized investment portfolios, bond proceeds, technical analysis, tailored reporting solutions, and treasury management consulting services provided to ensure our clients’ investment objectives and business needs are achieved.
II) Local Government Investment Pool Services
Cost effective local government investment pool (LGIP) management. Serving in varying roles as investment advisor and/or administrator, the customized services offered by Public Trust encompass all aspects of fund accounting, transfer agency, shareholder record keeping, and fund reporting capabilities.
III) Turnkey Investment Solutions
Comprehensive investment solutions for many of the investment related services utilized by the institutional public funds market.
Employee owned and independent, the Public Trust team of seasoned investment professionals adopted the firm’s mission statement out of a belief that our actions and our firm’s fundamental foundation point to a higher purpose:
“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.”
Public Trust professionals work closely with our clients’ investment management staff in the development and implementation of a comprehensive investment and treasury management program. We fully embrace our clients’ primary investment objectives: safety of principal, minimization of market volatility, and superior risk-adjusted returns.
Our approach, honed from deep expertise servicing long-standing fixed income client relationships, tailors multiple investment options to each distinct marketplace as well as each client’s specific investment goals. Our process is rigorous and establishes pre- and post-trade portfolio compliance; provides complete transparency to the strategy and holdings of all portfolios on a daily basis; and is based on the specific investment guidelines and objectives of each client.
At every step, the Public Trust goal is to service our clients’ individual investment needs and ensure exceptional service through our strong and longstanding relationships. Our ongoing dedication to our clients defines Public Trust because trust matters.
This website 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.