Ridgeline Public Advisors
Local Government Investment Pool Professionals Focused on Exceptional Participant Experience
Keeping the Local in Local Government Investment Pool
Ridgeline Public Advisors is a boutique investment advisory firm focused exclusively on the safe stewardship of local government assets. Through decades of experience in the public sector and public funds management, we bring to our clients and their participants deep expertise, sound advice, and ongoing support.
As administrators and distributors of LGIPs, we help Trusts, JPAs, State Controllers, State Treasurers, and the Boards that govern them deliver an exceptional investment experience to their participants. We navigate a complex legal, statutory, and regulatory environment to provide compliant, safe, and effective management of local government cash.
As LGIP distribution experts, we are boots-on-the-ground investment advisors, in our participants’ offices working to support their cash management strategies.
We work only with the public sector. No competing markets, no outside investors, and a single service priority: local government participants and the taxpayers they serve.
Our commitment to LGIP programs is simple and direct: to help participants prudently manage their core and operating funds by adhering to the fundamental tenets of safety, liquidity, and yield.
At Ridgeline, all investing is local.
FOUR REASONS TO CONSIDER A CONVERSATION WITH RIDGELINE
Fiduciary First
Laser-focused On Colorado
We’re not spreading ourselves thin by managing local government funds across the country. Our best investment ideas stay here as we maintain our commitment to only serve cities, towns, and special districts in the Centennial State.
Trusted By Public Agencies
Cory and Brent have worked with almost everyone you know. Call around and see what they think. And then call us to see how we can help you.
Proven Team
Combined, our team offers nearly 40 years of success managing tens of billions in local government assets.
WE’RE BUILT FOR COLORADO. NOT PRIVATE EQUITY FIRMS OR MULTINATIONAL BANKS.
We only manage money in Colorado. Not from some far-flung office where it’s impossible to understand the timelines you manage, the responsibilities you shoulder, and the importance of doing things the right way. The way we do things in Colorado!
We provide decades of experience, deep market knowledge, crystal-clear communication, highly personalized attention, and follow-through that never falls short of your expectations.
We think that given what’s going on in today’s markets, it’s worth a conversation. If you agree, please reach out to us today and arrange a time for us to meet.
Still have questions?
Frequently Asked Questions
Here are a few of the more common questions we often hear from local government investment pools.
Who do you work with?
We work with and lead local government investment pools’ trustees, JPAs, transfer agents, fund accountants, investment advisors, custodians, and all other service providers required for successful management of local government funds.
What can you help us with?
Our fundamental purpose is to operate as a knowledgeable resource for local government decision-makers with respect to their entities’ ongoing cash management needs. We supply prompt, reliable information and services to local government staff, Boards, and Councils regarding the investment characteristics, risks, benefits, and suitability of LGIPs for their constituents.
Who owns Ridgeline Public Advisors?
Ridgeline Public Advisors’ ownership structure is simple to follow: it is 100% owned by its principals, Cory Gebel and Brent Turner. We do not have outside investors.
What makes Ridgeline different?
We bring a unique domain expertise that covers all of the quantitative and qualitative elements of evaluating the suitability of a Local Government Investment Pool (LGIP) as an investment for your local government entities.
Are you a fiduciary?
Yes, we are a fiduciary, and steadfastly operate as such for all of our clients.
Will we work directly with your team?
Yes, you will. Cory and Brent are your primary points of contact, and are committed to providing personalized attention and clear communication.
Let’s Talk About Your Investment Goals
We’re happy to answer your questions, review your current setup, or simply introduce what we do. There’s no pressure, just a conversation.