Public Funds Investment Tracking & Reporting, LLC

Due to the lack of investment policy compliance and a lack of fiduciary understanding public entities are in trouble. We have have the automated app solution.

  • Stage Prototype Ready
  • Industry Software
  • Location St. Louis, MO, US
  • Currency USD
  • Founded April 2013
  • Employees 6
  • Website pfitr.com

Company Summary

Public Funds Investment Tracking and Reporting (PFITR) provide a cost-effective, productive, and holistic software package that is elegant in its simplicity, yet fully compliant with all state and local reporting requirements. Providing more than mere accounting, PFITR provides innovative business intelligence solutions including advanced risk and compliance analysis.

Team

  • James Koetting
    Founder CEO

    Mr. Koetting is the CEO and founder of Public Fund Investment Strategies and the author of the book Public Fund Investing for Dummies and the CPFIM certification program for the Association of Public Treasures of the United States and Canada. He obtained his FINRA series 6, 7, 9, 10, 63, 65, 66 and Registered Principle licensing. He is also registered with the Municipal Securities Rulemaking Board (MSRB).

    Over that last 18 years Mr. Koetting’

  • Jeanie Lyubelsky
    Executive Administrator

  • Steve Johnson
    Director of Systems Integration

  • Todd Priest
    Systems Architect

    Add Info

Advisors

  • Chuck Vallurupalli
    Advisor
    Unconfirmed
    Hal Gentry
    Advisor

Previous Investors

  • Walter Galvin
    Investor
    Unconfirmed
    Bob Tobin
    Investor
    Unconfirmed

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