Transition to New Investment Advisory Firm
Summary
Public Trust Advisors presented the quarterly review for the city's operating funds, showing solid yields despite shifting interest rates. The city also marked the end of a 10-year partnership with PTA following a recent RFP process.
At a glance
- Total mentions
- 2
- Last 30 days
- 0
Last discussed Apr 16, 2026.
Impact analysis
Operating portfolios maintained healthy book yields around 4%, generating solid quarterly net investment income.
The city's operating fund liquidity and safety are maintained through diversified, high-grade fixed income investments.
Mentions & discussions (2)
Investment Advisory Committee — April 16, 2026
The investment policy was updated to match new laws like Senate Bill 595 and position the city for professional certification.
Investment Advisory Committee — January 15, 2026
Public Trust Advisors presented the quarterly review for the city's operating funds, showing solid yields despite shifting interest rates. The city also marked the end of a 10-year partnership with PTA following a recent RFP process.
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