About Colotrust
COLOTRUST is a statutory trust organized and existing under the laws of the State of Colorado and is intended solely for the use of Colorado local governments. COLOTRUST serves over 1,200 local government entities and has current combined assets of nearly $3 billion. COLOTRUST is designed to provide local governments with a convenient method for investing in short-term investments carefully selected to provide maximum safety and liquidity, while still maximizing interest earnings. For complete details see the Trust Indenture and Information Statement
COLOTRUST is comprised of two funds: PRIME and PLUS+. PRIME invests only in U.S. Treasury and government agencies. The largest fund is PLUS+ which can invest in U.S. Treasury, government agencies, and in the highest-rate commercial paper. Both programs carry a ‘AAAm’ rating from Standard and Poor’s.
A twelve member Board of Trustees, elected by the fund participants, is responsible for overseeing the management of COLOTRUST, including establishing operating standards and policies. Public Trust Advisors (PTA) serves as the investment advisor and administrator.
Board of Trustees
Board of Trustees
Trust Indenture
Information Statement
PRIME Investment Policy
PLUS+ Investment Policy
Administrator and Investment Advisor
Public Trust Advisors
Funds
COLOTRUST Quarterly Report
2008 Annual Report with Auditor’s Opinion
2009 Annual Report with Auditor’s Opinion
2010 Annual Report with Auditor’s Opinion
Rating Agencies
PRIME S&P fund profile
PLUS+ S&P fund profile
Professional Service Providers
Auditors: PricewaterhouseCoopers LLP
Custodian: Wells Fargo Bank, N.A.
General Counsel: Sherman and Howard, LLC