FINANCIAL_SERVICESONGOING

Public Trust Advisors noted as investment advisor

South Shore School District’s referendum investment update identifies Public Trust Advisors, LLC as part of the PTMA group providing investment advisory services to public entities. The report is informational and does not specify the dollar value or term of the advisory engagement.

Status
ONGOING
Document date
June 30, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Public Trust Advisors Llc
Agency
South Shore School District · WI

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Report notes Public Trust Advisors, LLC is an SEC registered investment adviser doing business as PTMA Investment Advisors; no renewal or expiration details for the district’s engagement are provided.
Document type
Report
Source document
South Shore School District Referendum Investment Update 2026-06-30

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by South Shore School District?

Public Trust Advisors Llc was awarded this financial services contract by South Shore School District, as recorded on June 30, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in South Shore School District Referendum Investment Update 2026-06-30 (Report), dated June 30, 2026 from South Shore School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors Llc hold?

Public Trust Advisors Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Public Trust Advisors Llc's profile

What is South Shore School District currently buying?

Explore South Shore School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View South Shore School District's profile

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