Since the Arbitrage regulations were introduced as part of the Tax Reform Act of 1986 we have specialized in maximizing the investments within the Debt Service Reserve and other bond fund accounts in compliance with each bond issues’ respective Trust Indenture and the Arbitrage regulations.

Our proprietary investment strategies were developed in conjunction with an in-depth understanding of the Arbitrage regulations provided by a nationally recognized tax counsel.

To date we have managed over $1 Billion in Debt Service Reserve Fund investments nationwide.

We have analyzed thousands of tax exempt revenue bond issues offering recommendations to our clients that may have significantly improved the efficiencies in their debt structure.

Our associates are FINRA Registered Representatives that are series 7, series 65, and in many cases series 24 licensed with a combined experience of nearly 50 years.