The MCM Bond Proceeds Investment team has extensive experience with maximizing returns within permitted investments.

SERVICES

Services
  • MCM specializes in cash flow analysis
  • MCM advises clients on suitability, structure and timing

SOLUTIONS

Solutions
  • MCM brings over 30 years of advisory experience to each investment client
  • MCM finds the optimal plan for our client's goals
  • MCM offers objective advice

To complement the Firm’s municipal and financial advisory business, MCM added bond proceeds investment advisory services in 2020.  We offer clients objectivity in evaluating and procuring investments, providing independent investment advice that is free from conflicts of interest. In MCM’s role as a Municipal Advisor, the Firm acts in a fiduciary capacity and does not act as principal on any transaction.

MCM’s investment advisory services include assistance with structuring and competitively bidding bond proceeds, investment policy development, cash flow analysis, portfolio review, and development of RFP’s for various services such as investment management and broker/dealer selection.