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FINANCIAL ADVISORY - SCOPE OF SERVICES

BOSC Inc. offers financial advisory services to municipal issuers throughout the State of Texas. We believe the role of a financial advisor is more than just helping an issuer through the debt issuance process, but rather the financial advisor should be an ongoing, trusted partner of the issuer. As such, BOSC, Inc. offers a comprehensive scope of services to address all aspects of the issuer's financial needs, from debt management and bond/tax ratification election consultation to cash/investment management services, long-range budget forecasting and strategic planning. The menu of financial services provided through our platform is summarized below.

  • Debt Management and Capital Improvement Plan Consultation;
  • Bond Election Consultation;
  • Tax Ratification Election Consultation;
  • Long-Range Budget Forecasting and State Funding Consultation;
  • Cash / Investment Management Services;
  • Executive Training/Mentoring;
  • Strategic Planning;
  • Peer Group Comparison;
  • Bond Rating Consultation;
  • Continuing Disclosure Consultation; and
  • Other Consultation (i.e. Legislative Initiatives, Financial Products, etc.).

© 2012 BOSC, Inc. A subsidiary of BOK Financial Corporation.
Broker/Dealer Services and Securities offered by BOSC, Inc., an SEC registered investment adviser, a registered broker/dealer, member FINRA/SIPC. SEC registration does not imply a certain level of skill or training. Insurance offered by BOSC Agency, Inc., an affiliated agency. Investments and insurance are not insured by FDIC, are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.