Organizational Chart
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.
The Board of Trustees is primarily comprised of government officials that have investment responsibility for their government entity.
The Investment Advisor is Prudent Man Advisors, Inc. an SEC registered investment advisor. The Operational Manager is PMA Financial Network, Inc. The Distributor is PMA Securities, Inc. Prudent Man Advisors, Inc., PMA Financial Network, Inc. and PMA Securities, Inc., 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
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.
The Custodian is BMO Harris Bank N.A., a diversified financial institution (
The Auditor is CliftonLarsonAllen LLP (
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 (
Download more information about PMA Financial Network, Inc. here.
Other FL SAFE Service Programs
Cash Flow Management
Bond Proceeds Management
Financial Planning Program
Fixed Income Investment Program
Credit Risk Analysis
855.202.9650 | Email
10151 University Blvd., #227  |  Orlando, FL 32817

This information does not represent an offer to sell or a solicitation of an offer to buy or sell shares of the Fund or any other security. Shares in the Fund are sold or bought only based on the information contained in the current Fund Information Statement. The Information Statement contains important information and should be read carefully before investing. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Fund shares are marketed through PMA Securities, Inc., member FINRA. The yields presented on this website represent past performance and are not a guarantee of future results. The Fund may, from time to time, adjust certain management fees and expenses, which may affect the yield. Expenses are detailed in the Information Statement under "Fees and Expenses of the Fund"

The Stable NAV is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

The daily yield refers to income generated over the previous one day period; the income is then annualized. The 7-day yield refers to income generated over the previous seven day period; the income is then annualized. The 7-day effective yield is calculated in the same manner but assumes reinvestment of income over the seven day period. Due to compounding, the 7-day effective yield will be slightly higher than the 7-day yield. The 30-Day Average Yield for the Variable NAV Series is the annualized average of the daily yields for the past 30 days. Fund performance changes over time and current performance may be lower or higher than what is stated. The yields represent past performance and should not be viewed as a guarantee of future results. The most recent yield information can be obtained by calling 1-855-202-9650. The pools are managed portfolios whose holdings are subject to change. For more complete information, please read the FL SAFE Information Statement before investing with the Fund, which is provided on the FL SAFE website or can be obtained by calling the number provided above. You should consider the Fund’s investment objectives, risks, charges and expenses before you invest. Information about these important subjects are detailed in the information statement, which you should read carefully before investing.

Information in the FL SAFE Research Center has been distributed for educational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.