Public Trust Advisors:
A Leading Investment Management Firm Serving Local Governments

Recently Released!!!
Date Published: June 12, 2023
Summary PowerPoint Deck: 39 Slides
Reference PowerPoint Deck: 39 Slides

Public Trust Advisors was founded by Tom Jordan & Randy Palomba in 2011. The firm is based in Denver, CO. Public Trust Advisors has six offices, 5,950 local government clients, & $64.9 billion assets under management. Public Trust Advisors is led by its CEO Todd Alton. Public Trust Advisors is privately owned. Its web site can be found at

This research addresses the key historical phases of Public Trust Advisors, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the Public Trust Advisors, including its number of offices, employees, clients, accounts, average account size, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:
  • Local Government Investment Pools
  • Separately Managed Accounts

And its profile concludes with the highlights of its organizational structure & ownership.

Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.