Ridgeline Public Advisors (RPA) offers consulting services to the Colorado Surplus Asset Fund Trust (CSAFE), a local government investment pool. RPA manages participant relationships, introduces CSAFE to new local governments, acts as a liaison between the CSAFE Board and service providers, and facilitates administrative tasks. RPA explains the benefits and risks of participating in CSAFE to local governments, analyzing their cash flows and risk tolerances to determine suitability. RPA does not provide specific investment advice regarding security selection.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...