A commitment to optimal results – you may hear this from others in the financial services arena, but we live by it. We possess the knowledge, experience and dedication necessary to deliver outstanding service and optimal solutions to complex debt, investment, derivative and/or compliance issues. Our expertise is wide ranging – encompassing areas such as debt, derivative and capital market advisory services, select investment advisory services, arbitrage rebate compliance services, secondary market disclosure services, private use and Schedule K related services, and so much more.
We invite you to take a minute to browse our site and see if our services might meet your need your needs. And, if you have any questions, please call or email us.
Thanks again for visiting.
Sincerely,
Craig Underwood
President & CEO