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 www.publictrustadvisors.com

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.



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