Connecting Texas Public Funds with Proven Local Government Investment Pool Services

• Same day liquidity (2:00 p.m. CT cut-off)
• Dedicated client services team
• 24-hour access to online portal
• No minimum investment
• No minimum holding period
• Unlimited accounts
• No transaction costs

WHAT MAKES IT DIFFERENT?

Most public entities operate under the philosophy that a successful investment program involves managing your funds in three liquidity buckets:

» Day-to-day operating funds
» Cash Reserves and Short-term Investments
» Long-Term Investments

Texas Connect is designed to fit within this holistic approach to investing. Texas Connect aims to not only meet participants’ needs for cash reserves and short-term investments, but also to serve as a complement to participants’ other investment allocations.

Texas Connect can also assist participants with required PFIA training and education requirements. Courses of varying investment related topics will be offered to participants in order to promote a better understanding of the public funds investment universe. The online Education Center will allow participants to access on-demand video content, track completed sessions, and notify them when credits are expiring.