Public Trust was founded by a team of seasoned professionals, who pioneered the development, implementation and management of turnkey local government investment pool (LGIP) solutions for public sector clients. The Public Trust team of portfolio managers and investment advisors have successfully managed, administered and provided investment advisory services for numerous LGIPs and separately managed accounts across the United States. As demonstrated while at our prior firms, our safety and service first approach along with a track record of providing superior risk adjusted returns continues to benefit our clients, whose investment objectives are the preservation of principal, liquidity and yield.
The team at Public Trust has been managing public funds for more than two decades, and we have successfully enhanced the income potential of our clients’ portfolios while maintaining their investment objectives of safety, liquidity and yield. The rigorous credit research process employed by our team allows us to control volatility in our portfolios while seeking to maximize return.
The Public Trust fund administration platform combines robust technology with a depth of knowledge built from years of experience to create a powerful and diversified platform. This platform provides state of the art processing allowing diverse client requests and transactions while seamlessly interfacing with multiple financial institutions.
Our customized administrative services encompass all aspects of fund accounting, transfer agency, shareholder record keeping and full reporting capabilities. We offer customized services designed for each program and maintain the individual identity of each investment program while providing full compliance.