CONTRACTONGOING

District Utilizes Public Trust Advisors for Investments

Document date: Dec 31, 2022

What it covers

The School District of Lee County engages Public Trust Advisors, LLC as its SEC-registered investment adviser for the 1–3 year portfolio, with the firm providing advisory and reporting services on the district’s fixed-income holdings. The custodian bank retains asset control and transaction settlement responsibilities.

Who holds it

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

See every contract and contact at Lee County School District.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type: Financial Services
Document date: December 31, 2022
Vendor: Public Trust Advisors LLC
Agency: Lee County School District
Source document: lee-county-school-district-report-2022-12-31_84d.pdf (Report)

Public Trust Advisors LLC's other public contracts

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

More Lee County School District contracts

Canopy Children's SolutionsDistrict Considers Canopy Behavioral Services Agreement · Oct 4, 2026Undisclosed Mu Alpha Theta ConsultingDistrict Considers Mu Alpha Theta High School Training · Oct 4, 2026Undisclosed CSSEDistrict Considers CSSE Elementary Training Services · Oct 4, 2026Undisclosed Smart Moves Therapy for Kids LLCSchool District Considers Smart Moves Therapy Contract · Oct 4, 2026Undisclosed Mu Alpha Theta ConsultingDistrict Considers Mu Alpha Theta Middle School Training · Oct 4, 2026Undisclosed All Lee County School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Lee County School District?

Public Trust Advisors LLC was awarded this financial services contract by Lee County School District, as recorded on December 31, 2022.

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 lee-county-school-district-report-2022-12-31_84d.pdf (Report), dated December 31, 2022 from Lee County 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.

Show 1 more question

What is Lee County School District currently buying?

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

Work in government? Get Civic IQ free →

More Lee County School District contracts →Browse all agencies in Mississippi →