CONTRACTONGOING

Public Trust Advisors Manages COLOTRUST Investments

Document date: Oct 1, 2020

What it covers

Public Trust Advisors, LLC is identified as the investment advisor to COLOTRUST, providing portfolio management and advisory services that support School Administrative District 49’s invested funds. The advisory engagement is ongoing with no specific term or amount disclosed in the report.

Who holds it

Public Trust Advisors LLC holds this financial services contract with School Administrative District 49. 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: October 1, 2020
Vendor: Public Trust Advisors LLC
Agency: School Administrative District 49
Source document: school-administrative-district-49-report-2020-10-01_ebe.pdf (Report)

Public Trust Advisors LLC's other public contracts

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More School Administrative District 49 contracts

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Questions about this contract

Who was awarded the financial services contract by School Administrative District 49?

Public Trust Advisors LLC was awarded this financial services contract by School Administrative District 49, as recorded on October 1, 2020.

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 school-administrative-district-49-report-2020-10-01_ebe.pdf (Report), dated October 1, 2020 from School Administrative District 49. 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 School Administrative District 49 currently buying?

Explore School Administrative District 49's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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