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803.765.1004   Columbia, SC
859.368.8052   Lexington, KY
Investment Services

Creating solutions for your financial goals and objectives

One of the most critical components to municipal sustainability and growth is the development of a comprehensive long-term capital plan. We understand the balancing act between capital needs and budgetary constraints and how these will impact current and future operations. We rely on our extensive and robust experience to develop and provide capital planning and budget consulting services to position municipalities for long-term success. These services include the following:

  • Development of a Long-Term Capital Funding Program
  • Budget Assistance & Development
  • Tax & Revenue Analysis
  • Economic/Rate Impact Proforma Modeling
  • Risk Management Solutions
  • Debt Management & Investment Policy
  • Bond Rating Analysis

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