Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # Urban Futures, Inc. ## Sitemaps - [XML Sitemap](https://www.urbanfuturesinc.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Interest Rate Market Timing – Finance Now or Later?](https://www.urbanfuturesinc.com/interest-rate-market-timing-finance-now-or-later/) - JPMorgan Chase CEO Jamie Dimon recently warned that a “very, very serious” mix of headwinds was likely to tip both the U.S. and global economy into recession by the middle of next year (2023). Among the indicators ringing alarm bells, Dimon cited the impact of runaway inflation, interest rates going up more than expected, the - [UFI’s Continues Servicing the Financial Administration Needs of Public Agencies in Riverside County](https://www.urbanfuturesinc.com/ufis-continues-servicing-the-financial-administration-needs-of-public-agencies-in-riverside-county/) - Urban Futures, Incorporated (UFI) covers all aspects of fiscal administration and capital financing/reporting needs for public agencies large and small. UFI’s Public Finance Group, staffed with Series 50 municipal advisors, supports the issuance of debt and capital lease financing with municipal advisory services. UFI’s Public Management Group, supports non-municipal advisory services including fiscal forecasts, continuing - [Continuing Disclosure Practice Enhancements Improves Customer Experience](https://www.urbanfuturesinc.com/continuing-disclosure-practice-enhancements-improves-customer-experience/) - UFI’s Analytics and Compliance Group is a full-service practice committed to managing the comprehensive disclosure and dissemination agent needs of California public agencies. UFI provides post-issuance compliance services to over 150 California cities, school districts, successor agencies, joint powers agencies, financing authorities, and special districts. UFI offers the following services to help clients be fully - [UFI Welcomes Dan Matusiewicz as Senior Consultant](https://www.urbanfuturesinc.com/ufi-welcomes-dan-matusiewicz-as-public-management-group-senior-consultant/) - UFI is pleased to welcome Dan Matusiewicz who has joined our Public Management Group as a Senior Consultant. - [Real estate laws on the move](https://www.urbanfuturesinc.com/real-estate-laws-on-the-move/) - [Private equity firm takes control](https://www.urbanfuturesinc.com/private-equity-firm-takes-control/) - [Tax litigation at your door](https://www.urbanfuturesinc.com/tax-litigation-at-your-door/) - [Intellectual property disputes](https://www.urbanfuturesinc.com/intellectual-property-disputes/) - [Entertainment industry acquisitions](https://www.urbanfuturesinc.com/entertainment-industry-acquisitions/) - [Technology changing laws](https://www.urbanfuturesinc.com/technology-changing-laws/) - [What acquisitions should you make?](https://www.urbanfuturesinc.com/what-acquisitions-should-you-make/) - [International tax changes](https://www.urbanfuturesinc.com/international-tax-changes/) - [International investment advice](https://www.urbanfuturesinc.com/financial-advice-for-international-investments/) ## Pages - [Home](https://www.urbanfuturesinc.com/) - #1 Ranked Municipal Advisor for California Municipal Bonds since 2017 (Source: SDC Platinum, Equal to each manager) Our DivisionsPUBLIC 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 LEARN MOREISOM ADVISORS Isom Advisors provides California - [Our Team](https://www.urbanfuturesinc.com/our-team/) - LeadershipJon Isom Chief Executive OfficerJon is one of the founding members of Isom Advisors and has worked with California school and community college districts since he began his career. jon@isomadvisors.com (925) 478-7450 Randy Merritt Chief Operating OfficerRandy has over 20 years of experience providing financing solutions to California issuers, with an emphasis on K-12 school - [Contact Us](https://www.urbanfuturesinc.com/contact-us/) - ,"filter"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}}); Name* First Last Email* PhoneMessage Submit Δ Walnut Creek Office 1470 Maria Lane, Suite 315 Walnut Creek, CA 94596 Phone: (925) 478-7450 [+] References ↑1 o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){"function"!=typeof(t=o.callable)&&(t=window[t]),"action"==r?t.apply(null,e):e[0]=t.apply(null,e)} - [Regulatory Disclosure](https://www.urbanfuturesinc.com/regulatory-disclosure/) - Conflicts of Interest and Other Matters Requiring Disclosures. Pursuant to Municipal Securities Rulemaking Board (“MSRB”) Rule G-42, on Duties of Non-Solicitor Municipal Advisors, Municipal Advisors are required to make certain written disclosures to clients which include, amongst other things, Conflicts of Interest and any Legal or Disciplinary events of Urban Futures, including Isom Advisors, a - [Privacy Policy](https://www.urbanfuturesinc.com/privacy-policy/) - Urban Futures, Inc. Online Privacy Statement Urban Futures, Inc. ("UFI," "we," "us") values your privacy and is committed to protecting your personal information. This Privacy Statement describes how we collect, use, disclose, and protect your personal information in connection with your interactions with UFI through our website (www.urbanfuturesinc.com) and other channels. This Privacy Statement outlines: - [Public Management Group](https://www.urbanfuturesinc.com/public-management-group/) - Practical Solutions based on Executive Government Experience What differentiates us from our peers is an innovative approach to providing comprehensive services, making UFI a “one-stop shop” for financial solutions. With over 75 years of experience in both local government leadership and private finance, our Public Management Group brings a dynamic blend of technical and practical - [Isom Advisors](https://www.urbanfuturesinc.com/isom-advisors/) - 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 - [School Bond Financial Planning](https://www.urbanfuturesinc.com/isom-advisors/school-bond-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 manage the process every step of the way. We will assist the district to create a financing plan, lead a public information program, conduct a voter survey, and finalize a - [Public Finance Group](https://www.urbanfuturesinc.com/public-finance-group/) - UFI’s Public Finance Group supports the issuance of debt for California cities and public agencies. We specialize in various issuer and security types: COPs/Lease Revenue Utilities General Obligation Bonds Tax Allocation Bonds Pension Obligation Bonds CFD/Assessment Districts Charter Schools and Universities Note and Loans UFI has been a leader in tax allocation, and general fund - [Newsletter](https://www.urbanfuturesinc.com/newsletter/) - var _ctct_m = "0f093bc44dac711108fa4158bd0d0538"; - [Who We Are](https://www.urbanfuturesinc.com/who-we-are/) - Sorry, your browser doesn't support embedded videos.#1 Municipal Advisor (2017-19)1 100+ Years of Staff Experience Experienced Public Finance Leaders Urban Futures, Inc. (UFI) has 20 municipal and financial advisors with backgrounds as city managers, finance directors, general counsel, public finance investment bankers, rating analysts and public agency auditors. UFI’s two municipal advisor groups, Isom Advisors - [Analytics and Compliance Group](https://www.urbanfuturesinc.com/analytics-and-compliance-group/) - UFI’s Analytics and Compliance Group is a full-service practice committed to managing the comprehensive disclosure and dissemination agent needs of public agencies has over 20 years of experience assisting agencies with their compliance needs. Currently serve over 150 California cities, school districts, successor agencies, joint powers and financing authorities, and enterprise districts with post-issuance compliance - [Isom Advisor Clients](https://www.urbanfuturesinc.com/isom-advisors/clients/) - The most valued aspect of our company is our clients. We are in the business of providing advice and rendering service and, for us, a job well done is defined as a satisfied school district. Our staff is proud of the work we’ve done on behalf of over 100 school districts. Our experience includes districts - [School Bond Financial Advisory](https://www.urbanfuturesinc.com/isom-advisors/school-bond-financial-advisory/) - As Financial Advisor, we are the fiduciary to school districts and put the interests of our clients before our own. As regulatory requirements finance professionals and districts expand and public scrutiny of school bond financings increases, it has never been more important to have an independent voice in your corner. School districts enlist the help - [School Bond Election Services](https://www.urbanfuturesinc.com/isom-advisors/school-bond-election-services/) - Our School Bond Advisory Team will help the local campaign committee implement a proven strategy to win its election. Our key to success lies in the fact that we provide nearly all the services critical to a successful program. We ask the campaign committee to do three tasks: fundraise, garner endorsements, and provide volunteers for ## Categories - [Acquisitions](https://www.urbanfuturesinc.com/category/acquisitions/) - [Financial](https://www.urbanfuturesinc.com/category/financial/) - [Governments](https://www.urbanfuturesinc.com/category/governments/) - [International](https://www.urbanfuturesinc.com/category/international/) - [Taxes](https://www.urbanfuturesinc.com/category/taxes/) - [News](https://www.urbanfuturesinc.com/category/news/) - [Insights](https://www.urbanfuturesinc.com/category/insights/) ## Tags - [Agreement](https://www.urbanfuturesinc.com/tag/agreement/) - [Allegations](https://www.urbanfuturesinc.com/tag/allegations/) - [Financial](https://www.urbanfuturesinc.com/tag/financial/) - [government](https://www.urbanfuturesinc.com/tag/government/) - [Governments](https://www.urbanfuturesinc.com/tag/governments/) - [International](https://www.urbanfuturesinc.com/tag/international/) - [Litigation](https://www.urbanfuturesinc.com/tag/litigation/) - [Taxes](https://www.urbanfuturesinc.com/tag/taxes/) - [Julia Erdkamp](https://www.urbanfuturesinc.com/tag/julia-erdkamp/) - [Michael Busch](https://www.urbanfuturesinc.com/tag/michael-busch/) - [Urban Futures Inc.](https://www.urbanfuturesinc.com/tag/urban-futures-inc/) - [Coxswain Consulting](https://www.urbanfuturesinc.com/tag/coxswain-consulting/) - [Partnership](https://www.urbanfuturesinc.com/tag/partnership/) - [Financial Management](https://www.urbanfuturesinc.com/tag/financial-management/) - [Financial Policy](https://www.urbanfuturesinc.com/tag/financial-policy/)