Our Mission

LocalTrust’s mission is to serve every member of the municipal community’s investment needs. LocalTrust is here to provide excellence in service and execution through innovative access to a state of the art investment portal.

Board of Directors

Patty Chan

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Christian Woods

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Michael Hunter

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Tommy Uhr

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Meet our team

Nicole Gilbert

Nicole Gilbert

SVP, Director LocalTrust Texas

972-378-7326

ngilbert@localtrusttxcom

Email Nicole

Cate Cook

Cate Cook

LocalTrust Texas Sales

972-378-7326

ccook@localtrusttx.com

Email Cate

Sara Fagot

Sara Fagot

VP, LocalTrust Client Service Specialist

866-898-2671

sfagot@localtrusttx.com

Email Sara

Our products pools

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Government Pool

The Government Pool invests exclusively in U.S. government and agency securities, prioritizing safety of principal and daily liquidity under a stable $1.00 NAV.

 

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Prime Pool

The Prime Pool expands investment options to include authorized instruments such as CDs and high-quality commercial paper, offering flexibility while maintaining liquidity and capital preservation.

 

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Insights
Insights