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Tax-Exempt Products
Alluvion Securities has a locally integrated, experienced investment team comprised of some of the best talent in the industry. We are also committed to independence, objectivity, and providing a level of service simply not found at larger firms.
We provide clients with professional, personal service focused on retaining long-term investment performance, while carefully controlling risk. Whether our client is a government, corporation, non-profit, asset manager, or individual investor we understand that the type of close relationship we create is value our competition simply cannot provide. Our services are a reflection of both our broad talent and Alluvion’s overall goal – Exceed the expectations of the client.
Our competitive advantage is optimizing customized short- and long- term fixed income portfolios. In addition, we utilize long term multi-asset class accounts for pension, endowment, and similar funds, employing specialized managers to provide a comprehensive investment solution.
Our team of managers, traders, and analysts strive to achieve above-average returns, lowering volatility, all within the safety and liquidity constraints that you mandate.
- Master lease lines of credit
- Debt certificates
- Lease/installment purchases
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- Private placement notes
- Tax application notes
- Bond application notes
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Benefits
- Competitive Tax-exempt rates
- Financing term equal to asset life
- Extended rate locks
- Cash preservation
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- Reduced cost of issuance
- Flexible payment options
- Simplified documentation
- Prompt funding
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Projects Financed
- Police, fire and EMS vehicles
- Computer hardware and software
- Facility construction/acquisition
- Maintenance equipment
- Helicopters
- Public works equipment
- 911 systems
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- Maintenance vehicles
- Road/highway construction
- School buses
- Telecommunications
- Waste water treatment plants
- Facility improvements
- Energy conservation projects
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