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Public finance
Global Corporate Trust Services

U.S. Bank's Public Finance Group offers effective, cost-efficient trust solutions in the administration of your municipal finance transactions. Our dedicated and experienced team has a distinguished reputation of providing industry-leading solutions in all phases of municipal finance administration.

Public finance comprehensive services

With advanced technology and array of investment options, our clients have the resources they need to achieve investment earnings in accordance with governing documents and applicable investment policy serviced by a nationwide local office footprint. We can serve your transaction in the following capacities:

  • Indenture trustee
  • Fiscal agent
  • Paying agent
  • Refunding escrow agent
  • Tender agent
  • Arbitrage calculation agent
  • Dissemination agent

Experienced public finance specialists support

Our team has experience assisting a variety of customers in administering funds including state and local governments, housing authorities, school districts, power and electrical authorities and healthcare facilities authorities. We administer a full range of long-term and short-term vehicles including:

  • Tax exempt bonds
  • Revenue bonds
  • General obligation bonds
  • Certificates of participation
  • Commercial paper
  • Tax and lease revenue bonds
  • Custody receipts
  • Public private partnerships (P3)

These services are available for longer term bond and note issues as well as revenue and tax anticipation notes with shorter maturities.

Public and municipal finance innovative technology solutions

We set ourselves apart by combining innovative technology with responsive, one-to-one service to produce results that meet our clients' real-time demands. Our powerful new web tool Pivot was built with extensive client input to meet the need for active management of data anywhere, anytime. Leverage Pivot for:

  • Summary dashboard– overall view of entire portfolio, ability to select various views and group accounts.
  • Deal view– allows clients to drill down for detailed view of the most recent data for a deal, including asset holdings, principal and interest payments, and bonds outstanding.
  • Notifications and posted files– critical alerts concerning activity in your account and documents recently posted to the File Cabinet.
  • Upcoming dates– allows clients to manage their time and resources by quickly scanning across an eight week period to see when they will be busy.
  • The file cabinet– provides robust search and grouping capabilities that allow clients to securely access and organize current and historical transaction related documents.
  • Inquiry and request– secure, direct communication with appropriate U.S. Bank representative for expedited response.

For additional information regarding public finance services, please contact:

Lars Anderson
Senior Vice President, National Sales Manager
U.S. Bank Global Corporate Trust
Detroit, Michigan

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security.

Investors should consult with their investment professional for advice concerning their particular situation.

Investment products are:
Not a Deposit•  Not FDIC Insured•  May Lose Value•  Not guaranteed by the bank•  Not insured by any federal government agency

The content included on these pages is for your information and is not intended as legal, accounting or tax advice. U.S. Bank and its representatives do not provide legal, accounting and/or tax advice. Clients are encouraged to contact their legal, accounting and/or tax advisor regarding their particular situation. While the information is intended to be accurate, neither U.S. Bank Global Corporate Trust nor the publisher accepts responsibility for relying on the information provided.

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