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General Obligation Bonds

Traditionally, the role of the financial advisor has been a relatively narrow one that is limited to responding to specific client requests to process individual bond financings. These services might include:

  • Canvassing bond election results
  • Computing a bond repayment schedule
  • Drafting an official statement (or offering prospectus)
  • Applying for a credit rating
  • Accepting interest rate bids and closing the bond issue

These are certainly important activities to insure the legal issuance of debt. Flawless execution of the above processing steps remains a critical function of a financial advisor. However, a key question to consider is whether this scope of service is all that a school district needs or can reasonably expect? Is this the extent of value that a financial advisor has to offer?

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