Isom Advisors provides financial advisory services to California school and community college districts. Office locations include Tustin, Walnut Creek and Daly City. We are independent with no conflicts of interest.
Leading FA to K-14 Districts
Unmatched Expertise – more bond sales means more experience, more resources, and more exposure to legal, financial, and political issues.
District Credit Ratings – Isom negotiates more ratings for California districts than any firm and has had dozens of rating upgrades on behalf of our clients.
Interest Rates – staff works with more underwriters and sells more California K-12 bonds than any FA firm; tremendous experience and knowledge of the market.
County Relations – excellent working relations with County Registrars of Voters and Treasurers’ Offices.
Time – time is the most valuable resource for the District; we have the resources to ensure the job gets done while minimizing the District’s work.
County experience includes:
El Tejon USD, McFarland USD, Midway ESD, Muroc JUSD, Taft ESD, Vineland ESD, Wasco ESD
2018 Bond Program Success
Isom Advisors worked on 56 successful K-12 bond measures in June and November 2018, which was approximately 45% of all bond programs.