About Us

The Florida Local Government Investment Trust (Florida Trust) is a local government investment pool (LGIP) developed through the joint efforts of the Florida Association of Court Clerks and Comptrollers (FACC) and the Florida Association of Counties (FAC). It is the longest running member-owned and member-governed local government investment pool in the state of Florida.  The Florida Trust is the first in the state to obtain a Standard and Poors rating and third in the nation.  Organized on December 12, 1991, The Florida Trust is designed to compliment existing investment programs by providing investment vehicles for funds that can be invested in short- to intermediate-term securities and have returns generally greater than the national averge for money market instruments. The Florida Trust offers two open-ended, professionally managed funds available only to public entities in Florida.


For investor information please call the main office at 850-921-0808, or contact:

• Bryant Gries, Management Analyst II
  Office 850-577-4521, Email bgries@flclerks.com
  
• Michael Moreno, Program Manager
  Office 850-205-8237, Cell 850-443-0340, Email mmoreno@flclerks.com
  
• David Porter, Marketing Representative 
  Office 850-577-4579, Email porter@flclerks.com
  
• Mark Holt, Marketing Representative
  Office 850-577-4532, Email mholt@flclerks.com
  

Trust Highlights

  

• First Local Government Investment Pool in Florida to receive a Standard & Poor's Rating
• Issued IRS's Private Letter Ruling for Tax-exempt Status
• Online Information and Transaction System (Day to Day Fund)
• High Credit Quality
• No derivatives
• Active Management Investment Approach
• Marked to Market
• Opportunity to Purchase Broad Segment of Market

 

Board of Trustees

• 
• Vice Chair - Honorable Doug Coward, St. Lucie Board of County Commissioners

• 
• Chair - Honorable Jeffery Barton, Clerk of Court, Indian River County

• 
• Honorable Welton Cadwell, Lake Board of County Commissioners

• 
• Honorable Bob Inzer, Clerk of Court, Leon County

• 

• Honorable Barbara T. Scott, Clerk of Court, Charlotte County

• 
• Honorable Michael Cox, Pasco Board of County Commissioners

Organizational Chart