Public Trust Advisors briefs board on investment pool options
Montgomery CountyCounty · NC- Document date
- May 21, 2024
The 30-second brief
Montgomery County Board of Commissioners received a presentation from North Carolina CLASS, an LGIP managed by Public Trust Advisors, LLC, outlining investment options for local governments, including pooled fund management and other treasury services.
Public Trust Advisors LLC holds this financial services contract with Montgomery County. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.
See every contract and contact at Montgomery County.
See every contractFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- May 21, 2024
- Agency
- Montgomery County
- Source document
- Montgomery County Board of Commissioners Meeting Minutes May 2024 (Minutes)
Public Trust Advisors LLC's other public contracts
More Montgomery County contracts
Questions about this contract
Who was awarded the financial services contract by Montgomery County?
Public Trust Advisors LLC was awarded this financial services contract by Montgomery County, as recorded on May 21, 2024.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Montgomery County Board of Commissioners Meeting Minutes May 2024 (Minutes), dated May 21, 2024 from Montgomery County. 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.
Show 1 more question
What is Montgomery County currently buying?
Explore Montgomery County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.