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
