Municipality Advisory

As a Municipal Advisor, PAG provides a variety of specialized public finance, financial advisory and consulting services to state and local governments and not-for-profit institutions. Porter White has the resources, intellectual capacity, and experience to provide complex financial advisory services to clients in the public sector.

Our clients rely on us for guidance, from evaluating which investment options are authorized under the Public Funds Investment Act (PFIA), to objectively analysing their individual securities portfolio. PAG has an unparalleled expertise of providing tailored fixed income investment solutions to its clients/Municipalities & or Local governments. We believe that a well-defined and prudently disciplined investment strategy is a municipality’s best approach, and our expertise provides strategies and services to meet the municipality’s needs.

PAG has a fiduciary duty to provide the highest level of care to our clients. As fiduciaries, we act in complete fairness and do not exert any pressure, take selfish advantage, or deal with the client/Municipality & or Local government in such a way that benefits ourselves or prejudices the client/Municipality & or Local government. We offer a high standard of transparency with regard to the details of portfolios, providing clients 24-hours access to the status of their assets.