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Service Providers


The Board of Trustees has contracted with the following parties to provide professional services to the Fund:

 

ServiceProvider
Investment Adviser and Administrator  PFM Asset Management1, 2
Sponsors 

The Florida School Boards Association2 
The Florida Association of District School Superintendents2

Distributor U.S. Bancorp Investments, Inc. 
Custodian and Depository  U.S. Bank, N.A.2
Legal Counsel Gunster2
Independent Auditor Carr, Riggs & Ingram, LLC2

 

1  PFM Asset Management is a division of U.S. Bancorp Asset Management Inc., FL PALM’s investment adviser and administrator, that services public sector clients.

2  The links above are to third-party websites which are external to the Trust's website, and as such are not controlled by the Trust. Clicking on these links will open an additional window in your browser, you will not leave the Trust website. The Trust has not participated in the preparation of the material on these third-party websites, and the Trust does not explicitly or implicitly endorse or approve the information on the websites.

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Florida Public Assets for Liquidity Management (the “Fund” or “FL PALM”) investment objectives, risks, charges and expenses before investing. This and other information about the Fund is available in the Fund's Information Statement, which should be read carefully before investing. Copies of the Fund's Information Statement may be obtained by calling 1-877-495-8246 or are available on the Fund's website at www.fl-palm.com. While the FL PALM Portfolio seeks to maintain a stable net asset value of $1.00 per share and the FL PALM Term portfolio seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Fund are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Fund. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.

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