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At Brandis Tallman, Your Best Interest is Our First Priority

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We Are Members Of:

  • California Society of Municipal Finance Officers (CSMFO)
  • California Special Districts Association
    • We are the primary consultant to the CSDA Finance Corporation.
  • Fire Districts Association of California

We are contributors to the California Debt and Investment Advisory Commission (CDIAC).



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Investment
Banking

Our finance professionals offer fiscal analysis and debt structuring for capital projects, as well as provide debt review and refinancing options. Utilizing a number of cash-flow models, Brandis Tallman works to optimize the use of debt and cash to fund capital improvements and perform fiscally prudent financings.

Our finance professionals offer fiscal analysis and debt structuring for capital projects, as well as provide debt review and refinancing options. Utilizing a number of cash-flow models, Brandis Tallman works to optimize the use of debt and cash to fund capital improvements and perform fiscally prudent financings.

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Municipal Bond
Trading and Sales

We distribute municipal underwritings to a customer base that includes retail accounts, money managers, investment advisors and institutional investors such as mutual funds, banks and insurance companies.

  • 1,029 financial advisors across 93 offices in the U.S. covering over 350,000 accounts
  • $32.7 billion in client assets under management & $89.7 billion in client assets under administration

We distribute municipal underwritings to a customer base that includes retail accounts, money managers, investment advisors and institutional investors such as mutual funds, banks and insurance companies.

  • 1,029 financial advisors across 93 offices in the U.S. covering over 350,000 accounts
  • $32.7 billion in client assets under management & $89.7 billion in client assets under administration

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Industry Leader For Land-Secured Underwriting in California

We are experts in Mello-Roos Special Tax Bonds and 1915 Act Assessment Bonds, providing essential capital for the infrastructure and development of communities.