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Documents

Information Needed to Enroll in LocalTrust

Eligibility: Any county, city, town, school district, special district, or other political subdivision of the State of Colorado, or department, agency, or instrumentality thereof, or any political or public corporation of the State of Colorado may join LocalTrust as a Participant and take advantage of the LocalTrust investment options.

Enrollment documents

Icon of a document New Participant Profile Form

Icon of a document LocalTrust New Participant Agreement

Icon of a document Indenture of Trust

Icon of a document Government Pool Information Statement

Icon of a document Government S&P Fact Sheet

Icon of a document Prime Pool Information Statement

Icon of a document Prime Pool Fact Sheet

Quarterly and annual reports

Icon of a document Current Quarterly Report

Icon of a document LocalTrust Annual Report 2025

Investment Advisor Information

Icon of a document Investment Advisor Information Cavanall Hill Advisors ADV Part 2A

Other documents

Icon of a document GASB Statement 79 Criteria for LGIPS

Icon of a document Public Funds Investment Act

Icon of a document LocalTrust Government S&P Profile

Icon of a document LocalTrust Prime S&P Profile

Icon of a document LocalTrust Financial Disclosures