News

May 14, 2018

Public Trust Advisors Announces GIPS® Compliance


Public Trust Advisors Announces GIPS® Compliance 


Denver, May 14, 2018 - Public Trust Advisors, LLC, a Denver-based investment management firm with over $30 billion in assets under management and advisement/administration*, announced today that it claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the period of January 1, 2012 through December 31, 2016.

 

The GIPS standards are a rigorous set of investment performance measurement principles that have been adopted in 37 countries and are recognized around the world for their unparalleled credibility, integrity, scope, and uniformity, all enabling direct comparability of a firm’s track record.

 

“Since our founding in 2011, we understand that the trust our clients have given us to manage and report the investment results for their portfolios should not be taken lightly,” said Tom Jordan, CEO of Public Trust Advisors. “As GIPS compliance continues to grow, the establishment of best practices in calculating and presenting performance in accordance with the GIPS Standards results in fair representation and full disclosure of standardized investment performance, industry-wide.”

 

Public Trust Advisors, LLC was independently verified for the period January 1, 2012 through December 31, 2016 by ACA Performance Services, LLC. This third-party verification of compliance is within the recommendations of GIPS®.

 

About the GIPS Standards

The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. The GIPS standards were created and are administered by Chartered Financial Analyst (CFA®) Institute, the global, not-for-profit association of investment professionals that awards the CFA designation, among others.

 


About Us: Public Trust Advisors® investment services for the public sector include the management of local government investment pools (LGIP) and separately managed, individual investment accounts (SMA). Public Trust Advisors LGIP investment management services include administration (fund accounting, participant accounting, transfer agency, client services, and sales & marketing) and/or investment advisory (portfolio management, credit research, risk management, and portfolio valuation). Public Trust Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training.


Public Trust Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®). For a copy of a presentation that complies with the GIPS standards and/or the firm’s list of composite descriptions, please email info@publictrustadvisors.com. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation.


*As of March 31, 2018. Public Trust provides administrative services to one client totaling $1.88 billion. All comments and discussion presented are purely based on opinion and assumptions, not fact. The information presented should not be used in making any investment decisions and is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose. Investment involves risk including the possible loss of principal. Any financial and/or investment decision may incur losses.


This press release is for informational purposes only and should not be considered a solicitation of investment advisory services.