TRUST IN EXPERIENCE

FIXED INCOME ASSET MANAGEMENT SERVICES

FIXED INCOME INVESTMENT MANAGEMENT SERVICES

Public Trust Advisors, LLC (Public Trust) team of professionals have implemented and managed fixed income portfolios and provided investment advisory solutions for more than twenty years. Our managed portfolios consist of operating funds, reserve funds, bond proceeds, self-insurance pools, pension funds and overnight cash management solutions.

Public Trust portfolios are customized to meet the unique risk tolerance and investment policies of our client’s programs. Our goal is to provide superior risk adjusted returns and value added client service, while adhering to the investment objectives and core beliefs of our clients.

At Public Trust our mission is simple and basic: “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.”

 

CASH MANAGEMENT

For over two decades, Public Trust’s team of professionals have been industry leaders in the creation, implementation and ongoing management of investment pools and cash management solutions to benefit  local government clients whose investment objectives are the preservation and safety of principal, liquidity and yield. Public Trust managed investment pools offer a convenient and effective option for the investment of local public funds.

 

SHORT DURATION

Public Trust utilizes a disciplined investment process to manage its short duration portfolios and help our clients implement an investment strategy that is customized to their unique needs. Public Trust’s rigorous approach in managing short duration portfolios focuses on the following investment objectives:

  • Preservation and safety of invested principal.
  • Matching the portfolio's liquidity needs to anticipated cash flows and liability streams.
  • Managing a portfolio that provides a competitive rate of return with careful consideration of the appropriate risk versus reward investment selection in the portfolio.

 

CUSTOMIZED INVESTMENT SOLUTIONS

Public Trust customizes our separate account portfolios to meet each client’s unique objectives, risk tolerances and cash flows. Our tailored approach includes varying maturities and adjusting the duration of a portfolio in anticipation of future interest rate movements and yield curve changes. We will also adjust sector allocations and make individual security recommendations based on relative value analysis to take advantage of market opportunities and inefficiencies. Through active management and diversification, Public Trust portfolio managers control and make every effort to minimize volatility while striving to deliver consistently strong risk adjusted returns to our clients.

Contact
Tom Tight
Managing Director
Phone: (866) 616-3949