Conservative, personalized strategies.
Since 1946, FirstSouthwest has been a trusted leader in public finance, incorporating structured financial products where applicable into the asset and liability strategies of public sector entities nationwide.
Philosophy and Services
The philosophy of our professionals is fundamentally conservative, highly personalized and always reflective of the responsibilities associated with public transactions.
Each of our professionals can draw on a vast and diverse experience base when creating comprehensive financing and hedging strategies applicable to balance sheet management that include identifying hedging alternatives and analyzing risk factors.
Although our personalized advisory services center on transaction structuring and asset/liability management, we also provide execution services in derivative and cash (securities) markets.
Our accounting and backoffice valuation systems meet Type II SAS 70 requirements and comply with GASB and FASB accounting standards. Each system provides surveillance functions relating to credit and market value thresholds.
Our personalized services include:
Asset / Liability Management
Securities, Flex Repo or Guaranteed
GASB 41, 45, 53
FASB 133, 157
Beyond our technical support, we routinely offer our clients services which include:
- Board and staff education.
- Access to analytically sound counsel based on the needs of each client.
- Our firm’s direct and ongoing participation in the capital markets, giving our clients the realtime local and national market sensitivity they need to make better decisions.
- Our in-house expertise in financial advisory, arbitrage rebate and continuing disclosure, readily available to all our clients.
To learn more about our capabilities, please contact us today.