#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
ISOM ADVISORS
Isom Advisors provides California school and community college districts
- Financial Planning
- Election Services*
- Municipal Advisory for Debt Issuance
ANALYTICS & COMPLIANCE GROUP*
The Analytics and Compliance Group provides services related to post-issuance compliance:
- Continuing Disclosure
- Arbitrage Rebate
- CDIAC Reporting Compliance
PUBLIC MANAGEMENT GROUP
The Public Management Group delivers a range of solutions:
- Financial Planning
- Election Services
- Municipal Advisory for Debt Issuance
- Continuing Disclosure
* These services are not part of UFI’s municipal advisory services