Insight. Collaboration. Execution.
Latitude Financial Management, LLC is a municipal advisory firm registered with the Securities and Exchange Commission ("SEC") and the Municipal Securities Rulemaking Board ("MSRB"). Our firm was established to serve as a trusted resource and market leader for government, higher education, and quasi-public entities through the delivery of financial management and independent municipal advisory services.
Our Expertise
Municipal Debt Capital Markets Advisory
The planning and execution of debt sales and the active management of debt portfolios is critical for efficient investment in infrastructure funded through capital programs.
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Our public finance experience provides us with the market, product, and transactional expertise to deliver independent municipal advisory services for the planning and execution of debt transactions, and in support of the routine management of clients’ debt portfolios. We partner with our clients to support their capital investment programs through our ability to monitor the municipal securities market, facilitate transaction analysis and execution, serve as a resource for municipal debt and financial product knowledge, and support securities compliance requirements.
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Financial Management
Our experience provides us with an appreciation for the unique financial challenges faced by governments, higher education, and quasi-public entities in the fulfillment of their missions. A cohesive and high functioning finance team, and the establishment of financial processes that are foundationally sound, transparent, and repeatable, are critical factors in the successful execution of the finance function of organizations.
Our experience leading finance teams provides us with the ability to collaborate with clients to build, strengthen, and identify efficiencies for finance teams and the processes and systems they utilize to support the delivery of the finance function successfully to the organization.
