Public sector focus Target local government clients across the nation by leveraging Public Trust Advisors’ specialization in public-sector investment management, including local government pools and separately managed accounts, to position as a cost-efficient, high-quality partner for municipal investment needs.

Growth through partnerships Exploit recent partnerships and investments (Assette LLC, Flexpoint Ford) as entry points for expanded service offerings, co-marketing opportunities, and potential joint solutions that enhance data analytics, reporting, and client engagement for public sector clients.

Technology credibility Highlight SOC 2 compliance and a modern tech stack (Python, PowerShell, Office 365, Apache/Nginx) to reassure prospect IT and compliance teams and to propose scalable, secure investment management platforms and reporting capabilities.

Executive access Leverage leadership hires and regional marketing roles to introduce dedicated relationship management for key districts and sovereign clients, offering personalized advisory services, expanded reach, and stronger client education programs.

Revenue opportunity With reported revenue in the mid-market range and nationwide coverage, pursue mid-to-large public agencies and special districts with higher AUM potential, offering tailored pooled investments and managed account solutions to grow fee-based revenue.