Our Services

Investment Management

• Due Diligence Review and Assessment
• Assess Goals, Priorities, Time Horizon, Risk Tolerance, etc.
• Identify sources of investment funds
• Review / Draft Investment Policy Statement(s) (IPS)
• Create Optimal Asset Allocation Strategy
• Conduct RFP process for investment components
• Identify / Select /Monitor Managers
• Implement Investment Strategy
• Track performance
• Control and monitor portfolio expenses

Fiduciary Standard of Excellence

• Investment Steward Education
• Conflicts of Interest Policy
• Establish Control Procedures
• Establish Fiduciary Review Process
• Monitor and Rebalance

New Debt Execution

• Due Diligence Review and Analysis
• Pro Forma Financial Modeling
• Debt Structuring and Analysis
  • Taxable and Tax-exempt Bonds
  • Taxable and Tax-exempt Loans
  • Tribal Economic Development Bonds
    
• Prepare disclosure documents (Informational / Offering Memorandum)
• Negotiation of terms
• Conduct RFP process for Financial Institutions
• Rating Agency Strategy and Execution
• Marketing / Syndication
• Debt market updates
  

Management of Existing Debt

• Investor relations
• Covenant compliance
• Derivative evaluation

Diversification

• Development of diversification strategies
• Corporate structuring and planning
• Evaluation and decision frameworks
• Financial modeling and analysis
• Capital Budgeting and Prioritization Analysis
• Monte Carlo Simulation
• Business Opportunity Assessment
• Business Opportunity Negotiation and Execution

Government Financial Analysis and Planning

• Analysis of revenue drivers
• Design and draft financial plans
• Government-level financial modeling
• Financial management and analysis