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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. The company offers pooled...
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
Public Sector Asset Management
Year founded
2011
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 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.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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