Services

Financial Planning   

Capital Improvement Planning * Budget and Financial Planning * Alternative Financing Strategies * Revenue and Expenditure Modeling * Financial Policy Development * Budget and Expenditure Control Systems

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Debt Administration

Debt Capacity Analysis * Debt Management Policy Development * Credit Rating Management * Rating Upgrade Strategies * Investor Relations Strategies * Ongoing Debt Profile Analysis * Refunding Strategies and Analysis

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Debt Issuance

Analysis of Alternative Financing Opportunities * Alternative Debt Structures * Document Preparation * Rating Agency and Debt Management Commission Presentations * Marketing Plans * Bond Pricing Assistance * Arbitrage Compliance Services

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Financial Services

Taxation Policy and Administration * Private Activity Bond Assistance * Cost Containment Programs * Asset Management * Analysis of Fees and Charges * Feasibility Studies * Asset Sale/ Lease Back Transactions * Private Placements * Fiscal Impact Analysis

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Investment Advisory Services

Investment Policy Development * Management of Operating Funds, Capital Reserves, and Bond Proceeds * Portfolio Review and Oversight * Securities Transactions

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