Public Finance

Comprehensive suite of services encompasses:

• Financial Advisory Services
• Guidance and support for bond elections
• Tailored workshops on best bond practices
• Engaging rating agency presentations
• Expert assistance with SEC Rule 15c-12 disclosure filings at no cost
• Strategic market timing and price guidance
• Thorough review of available financing options
• Streamlined assistance with applications for State and Federal funding programs

The team also provides tailored advisory solutions to U.S. Capital Wealth Advisors - including comprehensive valuation, portfolio analysis and exclusive access to tax-exempt municipal markets. The public finance team’s extensive network offers multiple sources of municipal bonds to ensure optimal execution for clients.