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Services

We deliver financial advisory and transactional services focused on partnerships with government, higher education, and quasi-public entities.  We leverage our experience to set and execute transactional and goal-oriented financial strategies that facilitate achievement of our clients’ objectives. 

Municipal Advisory

We deliver services designed to support our clients in their pursuit of goals for the management of debt portfolios and execution of debt transactions, including:

•  Negotiated & Competitive Sales

•  New Money & Refunding                               Transactions

•  Rating Agency Strategy & Execution

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Analyzing Data
Investment Chart

Financial Management

•  Business Intelligence Dashboarding 

•  Business Process Analysis

•  Cash Management Analysis

•  Cash Flow Projections

•  Budget Analysis , Reporting & Process

•  Management Level Reporting

•  Team Role Scoping, Team Building,            Training

•  Capital Planning

•  Debt Portfolio Analysis & Management

•  Investment Analysis

•  Debt Reserve Funds

•  OPEB Funds

•  Stabilization Funds

•  Financial Planning & Analysis

•  Financial strategic goal setting and            reporting

•  Municipal securities compliance

   procedures

•Cash Flow Projections

•Budget Analysis , Reporting & Process

•Management Level Reporting

•Team Role Scoping, Team Building, Training

•Capital Planning

•Debt Portfolio Analysis & Management

•Investment Analysis

•Debt Reserve Funds

•OPEB Funds

•Stabilization Funds

•Financial Planning & Analysis

•Financial strategic goal setting and reporting

•Securities Compliance

Procedures, Controls

Let's Connect

Interested to learn more? Reach out and let's begin a discussion about how our services can add value to your organization.  

Email

Phone

617-620-2019

Contact Us

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Municipal Securities Rulemaking Board (MSRB) Information

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Latitude Financial Management is registered with the Municipal Securities Rulemaking Board (MSRB) and the U.S. Securities and Exchange Commission. 

 

The website address of the MSRB is www.msrb.org.  A client brochure that describes the protections that may be provided by MSRB’s rules and how to file a complaint with an appropriate regulatory authority can be found on the MSRB’s website at https://www.msrb.org/~/media/Files/Resources/MSRB-MA-Clients-Brochure.ashx

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