Maximize Growth and Control Your Financial Future with Arizona’s Leading Section 115 Trust.
As we encroach on budget season, PARS is here to help AZ local governments take a bold step toward financial security and growth. We have worked with public agencies for over 40 years and specialize in saving money and maximizing reserve funds!
Our highly successful Section 115 trust, known as the Arizona Employers Pension Prefunding Program (AEPPP), is the state’s most powerful investment vehicle for public agencies to address long-term PSPRS costs and liabilities.
Key Features of the AEPPP:
- Strongest Performance in the State
Let’s maximize each agency’s reserve funds! Our Section 115 trust leverages diversified investments that drive long-term growth for public agencies and has consistently outperformed all other options available in Arizona.
- Tailored Investment Strategies
We recognize every agency’s financial needs are different. That’s why we offer fully flexible investment options that align with specific funding goals, whether it’s capital preservation, steady growth, or maximizing long-term returns.
- Respect for Risk Tolerance
We collaborate and strategize with each participating agency to match risk tolerance with an investment strategy that respects its goals! Given that funding and investment approaches are subject to change, we offer hands-on, client support from inception as well as full control over contributions, disbursements and investments.
As your agency continues to assess its budget and financial outlook, now is the time to take a proactive step toward a stronger fiscal position for the year ahead.
Interested in exploring the AEPPP for your Arizona-based agency? Contact our team today:
Carter Kimberly
Senior Consultant
As Senior Consultant, Carter’s focus is on developing and fostering relationships with public agencies to understand their unique needs and develop retirement plans and trusts that save agencies money and address their long-term OPEB and pension liabilities. Carter specializes in working with educational agencies, counties, and special districts within California, as well as counties, cities, towns, and fire districts in Arizona.
You can learn more about our dedicated team of public agency retirement consultants here.