PARTICIPANTS |
FL SAFE was developed by Florida governmental entities for the benefit of participating government entities. As an authorized investment under Florida Statutes 163.01 and 218.415, FL SAFE is open to any government entity including cities, counties, towns, school districts, public utilities, special districts, port and waterway authorities, transit districts, colleges and universities,
local government property and casualty and health insurance pools. All of the services developed for FL SAFE will be focused on safety, liquidity, transparency and competitive yields to benefit and protect Participant interests. |
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BOARD OF TRUSTEES |
The Board of Trustees is primarily comprised of government officials that have investment responsibility for their government entity. |
INVESTMENT ADVISOR, DISTRIBUTOR & OPERATIONAL MANAGER |
The Investment Advisor is PMA Asset Management, LLC. an SEC
registered investment advisor. The Operational Manager is PMA Financial Network,
LLC. The Distributor is PMA Securities, LLC. PMA Asset Management, LLC., PMA
Financial Network, LLC. and PMA Securities, LLC., which operate under common
ownership and are referred to collectively as "PMA". |
PMA is a national financial services provider that seeks to provide long-term financial success for its clients. For a quarter-century, government entities have turned to PMA as a trusted partner and integral component of their long-term financial success. With billions of dollars invested annually, PMA provides over
2,400 clients with a diverse lineup of customized financial solutions through a team of experienced professionals and some of the most innovative technology available. Additional information about PMA is available at www.pmanetwork.com. |
ADMINISTRATOR |
Florida Management and Administrative Services, LLC ("FMAS") is a full service management and administrative services firm based in Orlando. Its President, Jeff Larson, was involved in the establishment of FL SAFE in 2007-2008, and was retained in May 2011 by the FL SAFE Board to serve as Administrator. |
CUSTODIAN and Bank |
The Custodian is BMO Harris Bank N.A., a diversified financial institution (www.harrisbank.com). |
AUDITOR |
The Auditor is CliftonLarsonAllen LLP (www.cliftonlarsonallen.com/). |
LEGAL COUNSEL |
The Legal Counsel is Akerman LLP, a law firm with six offices in Florida. They have specific expertise in a number of areas including public finance and investments (www.akerman.com). |
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