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