Managing Public Funds to Meet the Needs of All Stakeholders
Effectively managing public funds requires specialized knowledge across a complex range of financial and compliance disciplines. It’s not something every financial services partner can provide. The Ampersand Public team, with registered Municipal Advisors, brings over 30 years of experience in providing a fully integrated portfolio of cash management and compliance services for public entities across the nation.
Unparalleled experience managing municipal funds
Registered Municipal Advisors
Our team of experts holds both series 50 and 54 licenses.
Client-Centric Approach
Custom solutions developed for your unique needs
Unrivaled Experience
Over 30 years of experience in municipal funds management.
Providing unparalleled service to municipalities and public entities across the United States.
At Ampersand Public Advisors, we tailor custom solutions to meet the unique needs of public depositors. As registered Municipal Advisors, we understand the complexities of managing public funds, while reducing your risk and minimizing your management time.
Funds Management
Operating Funds
bank request for proposal consulting
RFP Creation, Coordination and Execution
New Bank Relationships
Safety and Soundness Reporting
transparent reporting
Monthly Statements and Online Access
Data Transmission
automatic payments and regulatory fillings
DTC Payments
Vendor Payments
IRS Filings-IRS Forms 8038-T and 8038-R as pertains to arbitrage rebate calculation
