#1 Ranked Municipal Advisor for California Municipal Bonds since 2017

(Source: SDC Platinum, Equal to each manager)

Our Divisions

PUBLIC FINANCE GROUP

The Public Finance Group serves cities, counties, special districts, charter schools and non-profits:

  • Financial Planning
  • Municipal Advisory for Debt Issuance
  • Policy Analysis and Development
  • Fiscal Consultant Reports
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ISOM ADVISORS

Isom Advisors provides serves California school and community college districts

  • Financial Planning
  • Election Services*
  • Municipal Advisory for Debt Issuance
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ANALYTICS & COMPLIANCE GROUP*

The Analytics and Compliance Group provides services related to post-issuance compliance:

  • Continuing Disclosure
  • Arbitrage Rebate
  • CDIAC Reporting Compliance
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PUBLIC MANAGEMENT GROUP*

The Public Management Group delivers a range of solutions:

  • Financial Planning
  • Election Services
  • Municipal Advisory for Debt Issuance
  • Continuing Disclosure
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* These services are not part of UFI’s municipal advisory services