3111 N. Tustin Avenue, Suite 230
Orange, CA 92865
505 Montgomery Street, Suite 1100
San Francisco, CA 94111
Advisory
Disclosure Reporting
Planning
Development
Advisory
Housing & Compliance
BOND DISCLOSURE REPORTING
Urban Futures, Inc. (UFI) takes an innovative and comprehensive approach to its continuing disclosure reporting services by taking into account requirements set forth in bond transcripts and the spirit of the Securities and Exchange Commission rules and regulations in association with Rules 10b-5 and 15c2-12. UFI has provided Continuing Disclosure services to over 50 municipalities, totaling over 1,000 reports, since the SEC began requiring municipal market disclosure in 1995. UFI is the largest continuing disclosure agent for tax allocation bonds in the State of California.
As a municipal financial advisor, the expertise of our staff in the issuance of the following municipal financial products ensures that our reports are comprehensive, and of the highest quality:
- General Obligation Bonds
- Certificates of Participation
- Tax Allocation Bonds
- Special Tax Bonds
- Assessment District Bonds
- Community Facility District Bonds
- Revenue Bonds
- Pension Obligation Bonds
Our comprehensive annual reports combine the requirements outlined in the bond transcripts and Official Statements in compliance with the SEC’s Rules 10b-5 and 15c2-12. Additionally, we include statistical information of the issuer that is useful to the investor community.