First Trust
 About Us
 Services:
   Local Government
   School Districts
   Library Districts 
   Park Districts
   Water Districts
   Forest Preserves 
 Clients


First Trust Public Finance Group


First Trust Public Finance offers a team of talented bankers with diverse business perspectives to help your community meet its financing needs. Our Public Finance clients include counties, municipalities, school districts, forest preserve districts, sanitary districts, libraries, park districts and more.

We consistently add value to our customers through idea generation, competitive interest rates and exceptional service. We listen to and collaborate with our customers throughout the financial planning process to provide valuable, customized structuring ideas that allow our clients to realize their financial goals.

Our services include:

Short and Long Term Capital Planning

  • Comprehensive analysis of immediate financial needs, goals and objectives
  • Tailored long and short term financing strategies
  • Financial projections
  • Policy development to improve credit ratings
  • Referendum Assistance

Debt Structuring

  • Analyze and review existing debt
  • Provide restructuring, refinancing and new money financing options
  • Explore future financing alternatives and long term implications
  • Research current laws and statutes

Marketing and Sales

  • Bond underwriting
  • Official statement research and preparation
  • Sale and marketing of bond issue
  • Document coordination
  • Ongoing debt monitoring and consultation
  • Continuing Disclosure filing

 

contact

 


First Trust Portfolios L.P.
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