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City of Lenoir Awards Financial Services Contract to Public Trust Advisors LLC (September 2025)

City of Lenoir
Approved
Sep 2, 2025

The 30-second brief

What it covers

By voting to join the North Carolina CLASS investment pool, the City of Lenoir authorized its idle funds to be managed by Public Trust Advisors, LLC, which serves as the program’s Investment Advisor and Administrator. The move expands the City’s options for liquid, professionally managed investments.

Who holds it

Public Trust Advisors LLC holds this financial services contract with City of Lenoir. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

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Contract details

Contract type
Financial Services
Document date
September 2, 2025
Vendor
Public Trust Advisors LLC
Agency
City of Lenoir
Source document
City of Lenoir City Council Meeting Agenda September 2, 2025 (Agenda)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KCity of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026UndisclosedRockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026UndisclosedAll Public Trust Advisors LLC contractsVendor profile

More City of Lenoir contracts

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Questions about this contract

Who was awarded the financial services contract by City of Lenoir?

Public Trust Advisors LLC was awarded this financial services contract by City of Lenoir, as recorded on September 2, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Lenoir City Council Meeting Agenda September 2, 2025 (Agenda), dated September 2, 2025 from City of Lenoir. 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.

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What is City of Lenoir currently buying?

Explore City of Lenoir's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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