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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
- Strictly comply with applicable NASD and SEC rules
and other applicable rules and regulations
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'
administrations 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 be selective in any non-core business
- To focus on reducing costs across all activities
- To focus on client service
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