What is a Municipal Advisor?

A municipal advisor, also sometimes referred to as a financial advisor, provides advice to school and community college districts on the issuance of debt. A municipal advisor must act as a fiduciary to the issuing entity, meaning that they must act on behalf of the client’s best interest.  Duties include but are not limited to: 

–      Advise on the financing structure and issuance timing
–      Coordinate financing team so the district receives its funds in a timely manner
–      Review financing interest rates
–      Assist with reviewing financing documents
–      Prepare credit rating strategy
–      Procure insurance, if necessary

For more information, please contact us.

Disclosures