Total Volume
$480,160,000 Par Amount
78 Loans
44 Issuers
27 Bond Issues
 
Our Mission

Our mission is to provide superior financial services to California municipalities by committing to:
  • Achieve comprehensive project financing at the lowest possible cost
  • Strive to be the financial services company of choice for California's city and county public agencies
  • Inspire confidence and trust in our abilities by providing the highest value products and services
  • Assist municipalities in effectively managing debt according to their specific policies and guidelines
Our Values
  • To protect the integrity of administrative staff and elected officials
  • To honestly and lawfully represent all transactions to city, county, and district administrators and their taxpayers
  • To never violate the confidence placed in the municipalities administration by their constituents and taxpayers
  • To consistently provide quality performance
  • To seek diversity in our own employees and in our selection of professional services
  • To prove our commitment to improving the quality of life in California
Our Strategies
  • To maintain the highest reputation for integrity and service
  • To achieve top financial performance
  • To focus on reducing costs across all activities
  • To focus on client service
 
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