Since 1858, Fifth Third Bank has been helping individuals, families, businesses and communities grow through smart financial services that improve lives. Our list of firsts is extensive, and it’s one that continues to expand as we explore the intersection of tech-driven innovation, dedicated people and focused community impact. Fifth Third supports public entities across California through its 84-branch network statewide. Our Government & Institutions professionals can provide insights and competitive banking products to municipalities, higher education institutions, and nonprofits. Decision-makers in the Public Finance market will benefit from our experience in providing specialized financial services.

Anzel Galvan supports the work that helps communities thrive: public infrastructure and affordable housing. We provide thoughtful, dependable bond counsel and disclosure counsel services, combining legal rigor with practical judgment and a collaborative, team-oriented approach. Our senior attorneys stay engaged throughout each transaction, identifying issues early and providing clear, practical guidance. Since our founding in 2024, we have served as bond counsel on $2.75 billion and disclosure counsel on $3.00 billion of municipal obligations.

Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.

For more than 80 years, The Bond Buyer’s Municipal Marketplace® – also known as the “Red Book” – remains the leading and most authoritative source that senior decision-makers and issuers in the municipal-bond industry rely on for correct and current contact information. The Red Book diligently gathers and qualifies the firms that help bring billions of dollars in bond issues to market every year, and thousands count on its data to connect them to this dynamic marketplace and make business happen. Its contacts include more than 850 qualified firms that work on the issuance of municipal bonds, 2,200+ offices located throughout the United States, 1,500+ municipal-bond issuers, and more than 14,000 industry professionals.

American Veterans Group PBC, Wall Street’s first and only Public Benefit Corporation, provides capital market services to corporate and municipal clients while driving measurable social impact. For clients seeking more than a check-the-box approach, we offer a dynamic, results-driven alternative—one that aligns financial success with a commitment to lasting impact.  SOCIAL IMPACT-FOCUSED.  DISABLED-VETERAN LED.

Your wealth. Our priority.

We are not your typical wealth manager—we are a partner in building, preserving and growing your financial legacy. What sets us apart? A relentless focus on your best interests, a highly personalized approach and a deep commitment to making managing wealth about more than just numbers.

As part of the Franklin Templeton family of companies, a $1.6 trillion investment leader, we offer:   

1. A complete approach to wealth. We integrate investing, trust services, estate planning and tax optimization to create a plan for your wealth that works for you and your future generations.
2. Sophisticated investment management and advisory. Whether you are a high-net-worth individual, family or nonprofit, a well-thought-out investment strategy is crucial to sustaining and potentially growing your assets. From long-term planning to short-term monitoring, we build your portfolio to be aligned with your unique needs, values and goals.
3. Fiduciary guidance you can trust. As true fiduciaries, we’re not here to sell products or one-size-fits-all solutions—every decision we make is personal and designed to serve you with transparency, integrity and purpose.
4. A boutique backed by strength and deep resources. Our clients benefit from the best of both worlds—a high-touch experience alongside the resources and strength of Franklin Templeton, a worldwide investment leader with 9000+ employees and 47 global office locations.

Basefund is the leading platform to secure and insure institutional money movement. Having protected over $60B in transactions, the platform gives issuers, trustees, underwriters and their counterparties a verified channel for high-value transactions. Basefund validates payment instructions and protects wire transfers against fraud, misdirection and human error; shifting liability away from participants and allowing coordinators to satisfy their regulatory and professional obligations.

Bancroft Capital is a Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) with a dedicated public finance team committed to providing best-in-class service to municipal issuers and tax-exempt investors. Bancroft is founded upon a commitment to service – service to our clients, service to our country, and service to our veterans who have sacrificed on our behalf.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.