Bruce has over twenty years of investment experience focusing on managing funds for “public entities” within the State of Colorado and surrounding areas. His scope of work extends to any institution, agency, instrumentality, authority, county, municipality, city and district, or other political subdivision of the state, including any school district and institution of higher education and other public funds investments. He has focused on managing funds in a non-discretionary format.
He uses highly customized asset management and risk management strategies for “public entities” and “related entities”. His skills include knowing the legal investments of public funds and facilitation of the purchase of such securities.
He believes opportunity to advise “public entities” in the management of their “public funds” comes with great responsibility. Treasurers and related Officers deserve unbiased investment advice. He has a broad range of financial management strategies. Mr. Amman’s financial practice model is a process that focuses on doing the right things, for the right people, at the right time, and for the right reasons. Careful analysis and risk management techniques are the cornerstone of Mr. Amman’s cash management practice. Registrations held with LPL Financial include: FINRA Series - 6, general securities -7, blue sky – 63, and investment advisory – 65, health and life insurance licenses.
Boettcher and Company 1990-1993, Financial Advisor
Piper Jaffray and Company 1993-1998, Vice President
Morgan Stanley 1998-2006, Senior Vice President, Rule 144 Specialist, Morgan Stanley Retirement Plan Services Group
Citi Private Bank 2006-2008, Senior Vice President, Private Banker
LPL Financial – 2008-2018
440 Indiana Street
Golden, Colorado 80401
Email: [email protected]
Public Investment Consultants is a separate entity from LPL Financial.