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NYCLASS Uses Public Trust Advisors for Investment Advisory

Owego-Apalachin Central School District logoOwego-Apalachin Central School District
Document date
Mar 31, 2026

The 30-second brief

What it covers

NYCLASS continues to utilize Public Trust Advisors, LLC, an SEC-registered adviser under PTMA Financial Solutions, LLC, to provide investment advisory services for its local government investment pool. The adviser supports portfolio management and compliance with safety and liquidity objectives.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Owego-Apalachin Central School District. 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
March 31, 2026
Vendor
Public Trust Advisors LLC
Agency
Owego-Apalachin Central School District
Source document
NYCLASS Financial Portfolio Report 2026-03-31 (Report)

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

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Questions about this contract

Who was awarded the financial services contract by Owego-Apalachin Central School District?

Public Trust Advisors LLC was awarded this financial services contract by Owego-Apalachin Central School District, as recorded on March 31, 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 NYCLASS Financial Portfolio Report 2026-03-31 (Report), dated March 31, 2026 from Owego-Apalachin Central 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.

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Explore Owego-Apalachin Central School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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