Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
Assured Guaranty is the leading provider of financial guaranty insurance. We guarantee timely payment of scheduled principal and interest when due on municipal, public infrastructure and structured financings. We also participate in the asset management business through our ownership interest in Sound Point Capital Management, LP and certain of its investment management affiliates.
Nixon Peabody is recognized as one of the most highly regarded Public Finance practices in the country. We craft innovative solutions for federal, state, and local governments to finance critical infrastructure and community projects. With over 40 years of public finance experience, we guide clients through any project.
Siebert Williams Shank is an independent non-bank financial services firm that offers investment banking, sales and trading, research, and advisory services. We provide customized solutions incorporating comprehensive financial advisory, capital raising and risk management guidance with the mission of delivering the highest level of value-added services to our clients.
As a global financial services company, we oversee more than $55.8 trillion* in assets for our clients – managing it, moving it and keeping it safe.
For over 240 years, we have been creating new solutions that benefit businesses, communities and people everywhere.
No matter what the future brings, we’ll be ready and we’ll be working. Making money work for the world.
Fidelity Capital Markets SM (FCM) provides innovative trading and technology solutions, and execution services across multiple asset classes for institutional investors. Our offering includes a suite of electronic brokerage products for equities, options, prime brokerage, securities lending, fixed income, municipal- and bank-issued brokered CD underwriting, and FOREX. For more than 30 years, FCM has successfully worked with asset managers, hedge funds, family offices, endowments, banks, and brokerage firms in support of their business goals. Fidelity has one of the largest retail and institutional presences; this expansive network provides institutional investors with a differentiated offering and greater access to liquidity. We can help clients maximize their investment strategies with our leading market insight, advanced technology solutions, and high-quality trade execution.
HilltopSecurities is a full-service municipal investment bank and wealth advisory firm providing a full suite of financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. Founded in 1946, its primary areas of focus include public finance, capital markets, structured finance, retail brokerage, clearing services, and securities lending. Hilltop Securities Inc.’s goal is to build long-term relationships to help communities, businesses, and individuals thrive. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities’ affiliates include Momentum Independent Network, HilltopSecurities Asset Management, HilltopSecurities Insurance, PlainsCapital Bank, and PrimeLending. Learn more at HilltopSecurities.com. Member: NYSE/FINRA/SIPC.
At KBRA, we aim to establish a higher standard of excellence and integrity regarding credit ratings. Since launching our full-service rating agency in 2010, we have remained committed to restoring consumer confidence in credit ratings. From establishing new standards for risk evaluation to providing timely and transparent ratings, we are changing the credit rating landscape. Our team offers in-depth ratings and research for various industries within the United States, United Kingdom and Europe, giving all market participants an alternative credit rating solution. As a company, we value fresh perspectives and prioritize innovation and creativity rather than relying solely on conventional wisdom. We know collaboration is essential to our ability to provide investors with better products. Additionally, we work hard to make tools and solutions developed by the KBRA Analytics group easily accessible to aid in better market decisions.
With you all the way
Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow.
Serving Clients in the Public and Nonprofit Sectors
U.S. Bank is a valued service provider for a broad range of corporate and municipal financings in addition to a wide variety of escrow services. Their experienced professionals understand the complexities of these transactions and use their expertise and the latest technology available to exceed each customers individual needs and fulfill their expectations for timeliness and accuracy. Experience their support services and make U.S. Bank your provider of choice.
WireSafe is a software security platform that helps banks, businesses, and public agencies protect wire instructions from cyberattacks involving interception, tampering, or manipulation.
American Veterans Group PBC, Wall Street’s first and only Public Benefit Corporation, provides capital market services to corporate and municipal clients while driving measurable social impact. For clients seeking more than a check-the-box approach, we offer a dynamic, results-driven alternative—one that aligns financial success with a commitment to lasting impact. SOCIAL IMPACT-FOCUSED. DISABLED-VETERAN LED.
Argent Institutional Trust Company is an independent, Florida-based trust company serving the trust and agency needs of public finance and corporate markets.
We focus on our clients to deliver solutions to meet their needs. Through our history and experience we have the knowledge and expertise to properly administer any transaction.
As one of the world’s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst. For additional information, please visit fitchratings.com.
As a leading global provider of credit ratings, research, and analysis, Moody’s Ratings offers valuable insights into the financial stability and creditworthiness of organizations, debt instruments, and securities. Our credit ratings help inform issuers during the decision-making process to create timely, go-to-market debt strategies and capture wider investor focus. Investors gain a broad view of global debt markets through our credit ratings and research, helping decision-makers navigate market volatility.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
For more than 80 years, The Bond Buyer’s Municipal Marketplace® – also known as the “Red Book” – remains the leading and most authoritative source that senior decision-makers and issuers in the municipal-bond industry rely on for correct and current contact information. The Red Book diligently gathers and qualifies the firms that help bring billions of dollars in bond issues to market every year, and thousands count on its data to connect them to this dynamic marketplace and make business happen. Its contacts include more than 850 qualified firms that work on the issuance of municipal bonds, 2,200+ offices located throughout the United States, 1,500+ municipal-bond issuers, and more than 14,000 industry professionals.