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Public Trust Advisors
Public Trust Advisors is an investment advisor that provides investment management and advisory services for the public sector.
Public Trust Advisors
Public Trust Advisors is an investment advisor that provides investment management and advisory services for the public sector. The company offers pooled investment services and individual portfolios for local governments. It serves public sector entities, addressing market risk, liquidity, and yield through its investment strategies.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Additional offices
Naperville, IL, United States
Sector focus
Frequently asked questions
What exactly does Public Trust Advisors do?
Public Trust Advisors serves as an investment adviser and administrator for local government investment pools (LGIPs). These are pooled, highly liquid, short-duration fixed-income vehicles that cities, counties, school districts, and other public entities use to manage operating cash. The firm does not sell securities through broker-dealers or manage retail money.
How is Public Trust Advisors compensated?
The firm earns fee income under contractual arrangements with the state-level trusts or LGIPs it advises. These fees are typically a small percentage of assets under management and are approved by governing boards whose members are public finance officials. The firm does not charge loads or distribution fees.
What does Public Trust Advisors invest in?
Portfolios are restricted by state law and investment policy statements to instruments authorized for public funds: U.S. Treasury obligations, agency securities, high-grade commercial paper, certificates of deposit, and repurchase agreements. Mandates emphasize safety and liquidity over return.
Is Public Trust Advisors subject to public oversight?
Yes. LGIPs are overseen by state-appointed or elected boards, and the firm's activities as adviser are subject to state public records laws and annual independent audits. Regulatory authority varies by state but typically includes a state treasurer or an investment board.
Who are Public Trust Advisors' typical competitors?
Competition comes from two directions: bank-offered sweep and money market deposit accounts that local governments use for overnight liquidity, and other specialized LGIP administrators. Large traditional money market fund managers occasionally compete when their funds qualify for public entity investment under a given state's code.
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