Isom Advisors is a full service planning, campaign, and financial advisory division that serves California school districts. Our team has worked with both large and small school districts throughout the state and continues to be one of the leaders in this industry.
Our staff has been very active, and successful in assisting school districts improve their facilities and their general fund in recent years. Since 2010, our firm has worked with more districts to implement successful bond and financing programs than any other firm.
At Isom Advisors, we take pride in our honest, conservative advice and the highest level of service that we provide to clients. For campaigns and surveys, we can call on a combined 50 years of experience in implementing bond programs. For selling bonds, we are fiduciaries representing school districts’ financial interests, not our own nor that of banks or investors.
FINANCIAL PLANNING
From the moment the District decides to improve its school facilities to the point where the Board approves its resolution calling an election, we help to manage the process every step of the way.
ELECTION SERVICES*
Isom Advisors can assist the local campaign committee implement a proven strategy to win its election. Our key to success lies in the fact that we provide the critical services for a successful program.
*These services are not part of UFI’s municipal advisory services.
FINANCIAL ADVISORY
In taking bonds to market, we establish the structure of the bond financing, review legal documents, prepare the District for bond ratings and insurance, and sell bonds via competitive or negotiated sale.