Resources

Access essential information to help you make the most of your participation in LocalTrust. From key documents and insightful articles to upcoming events and answers to common questions, this page is your central hub for staying informed and engaged.

Documents

Access all official LocalTrust materials in one place. Here you’ll find the Indenture of Trust, investment policies, information statements, registration forms, and financial reports—everything you need to stay compliant and informed as a participant.
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    Enrollment Documents

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    Reports

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    Other Documents

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    Investment Advisor Information

Insights
Insights

    Frequently asked questions

    I don't know
    No minimum investment amounts required.
    No. There is no limit to the number of transactions a Participant may execute with LocalTrust Texas pools.