Firm Overview:

Lamont Financial Services Corporation is a nationally ranked independent financial advisor specializing in public finance. The sole focus of the Firm is to provide financial advisory services to our clients, which are primarily states and state agencies. The firm maintains offices in Wayne, New Jersey; Los Angeles and Walnut Creek, California; the Jefferson City, and the Missouri area.
 
Lamont was organized with the philosophy that public finance issuers should have the option to hire a financial advisor with investment banking capabilities. Because of our background as an independent financial advisor, we view our role differently from an underwriter: we help solve problems, we don’t sell products.  We often take new financial products and modify them for the benefit of our clients so that they can be used to solve a specific problem.  Because of our experience, we understand the big picture that you are working within and can complement your activities as an extension of your staff.

As an independent advisory firm, Lamont is able to sit at the issuer's side without any potential conflict of interest resulting from underwriting or marketing activities. This philosophy enables Lamont to serve as the issuer's representative and advocate throughout the entire development and issuance process.

Since its founding in 1987, the Firm has completed financial advisory assignments with a major focus on states and state level issuers relating to over 475 series of bonds totaling nearly $100 billion in bond financing.

The Firm’s reputation for quality work and analytical depth in addressing policy, program and financial issues for new program development and existing programs is respected throughout the industry.  That reputation is demonstrated by our rankings, in the long-standing relationships we maintain with our clients, often through one or more changes in political administration, and by our leadership role in advocating and achieving credit rating upgrades on behalf of our clients. 

Lamont professionals provide a full range of advisory and financial consulting services.  Our experienced team includes a former bond and tax attorney, former government officials, investment bankers, and credit and quantitative specialists.  The Firm utilizes these varied backgrounds to develop customized approaches for each of its clients, from program conception through ongoing implementation.  We work to integrate program managers, the finance team, bond and tax counsel, credit enhancement providers, and rating agencies to efficiently implement complex programs.

This attention to the ongoing policy and administrative needs of our clients is particularly important for large, sophisticated issuers who utilize complex financial products.  Utilizing a team approach that applies the legal, policy, and analytical skills of each of our professionals, we are able to identify and resolve the policy and implementation issues for new products before the financing is initiated.  Addressing these issues early and fully is a key element to the success of any financial product.