Summary
Public Trust Advisors presented the quarterly review for the city's operating funds, showing solid yields despite shifting interest rates. The city also marked the end of a 10-year partnership with PTA following a recent RFP process.
At a glance
- Total mentions
- 2
- Last 30 days
- 0
Last discussed Apr 16, 2026.
Impact analysis
Operating portfolios maintained healthy book yields around 4%, generating solid quarterly net investment income.
The city's operating fund liquidity and safety are maintained through diversified, high-grade fixed income investments.
Mentions & discussions (2)
Investment Advisory Committee — April 16, 2026
The investment policy was updated to match new laws like Senate Bill 595 and position the city for professional certification.
Investment Advisory Committee — January 15, 2026
Public Trust Advisors presented the quarterly review for the city's operating funds, showing solid yields despite shifting interest rates. The city also marked the end of a 10-year partnership with PTA following a recent RFP process.
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