Isom Advisors

Isom Advisors, located at 3111 North Tustin Street in Orange, California, is a full-service planning, campaign, and financial advisory institution specializing in serving California school districts. With a team that has experience working with both large and small school districts across the state, Isom Advisors is a leader in the industry. They have been successful in helping school districts improve their facilities and general fund, implementing successful bond and financing programs since 2010.

At Isom Advisors, clients can expect honest, conservative advice and the highest level of service. With a combined 50 years of experience in implementing bond programs, the institution can assist in campaigns and surveys to ensure success in elections. As fiduciaries representing school districts' financial interests, Isom Advisors prioritizes the clients' needs over their own or that of banks or investors.

From the initial decision to improve school facilities to the final approval of a resolution calling an election, Isom Advisors manages the process every step of the way. They can assist local campaign committees in implementing winning strategies and provide critical services for successful programs. When taking bonds to market, Isom Advisors establishes the financing structure, reviews legal documents, prepares districts for bond ratings and insurance, and sells bonds through competitive or negotiated sales.

Please note that the services offered by Isom Advisors are not part of UFI's municipal advisory services.