Our professionals provide advisory services for organizations seeking project debt financing, those considering the use of derivative products such as interest rate swaps, and those seeking counsel with respect to their investment portfolios. Our range of financial advisory, derivative advisory, and investment advisory services is profiled below.
Wye River is an “Independent Registered Municipal Advisor.” All of our professionals that provide advisory services have passed the Series 50 exam and hold active registrations with the SEC and MSRB. Unlike commercial banks, investment banks and broker-dealer firms, we have a fiduciary duty to our clients to ensure that their best interests are protected at all times regardless of the structure of our clients’ financings.
We work closely with our clients to tailor financing solutions that meet their individual needs and objectives and have extensive experience with all forms of taxable and tax-exempt debt including interim and permanent financings, bank-based financings, capital markets-based financings (including rated and non-rated bond issues) and numerous forms of credit enhancement and derivative products.
As an independent advisory firm, we maintain an arm’s length relationship with all investment banks, commercial banks or other derivative counterparties that operate in this sector of the financial markets. We also do not act in a principal or broker-dealer capacity for any of our derivative advisory clients. This assures completely objective and unbiased advice at all times.
The management of institutional assets has never been more challenging and the spotlight on fiduciaries has never shined brighter. Coping with those challenges requires deliberate planning and trust in the knowledge and experience of a dedicated advisory team. Wye River’s investment advisory practice was formed to provide world-class services in an efficient and cost-effective manner.