Municipalities
For the municipal market, Trusco has customized solutions intended to comply with the state statutes and local ordinances governing their pension plans. We also provide similar collective investment funds for multiple equity and fixed income categories for those asset pools that may not meet our minimums for separately managed and individual investment management. These collective investment funds are designed to comply with the restrictions normally associated with municipal pension plans.
Our reputation as a disciplined firm that actively manages your municipality's assets has distinguished us from our peers. We work with your team to construct and manage a portfolio that incorporates the appropriate asset classes and risk profile to meet your long-term goals.
Here are a few examples of investment portfolios we manage for municipalities:
- Pension and Retirement Plans
- Bond Proceeds
- Working Capital (tax revenues, parking fees, licenses, royalties)