FTG | Advisors

Helping Fund the Growth of Your Academic Institution

Financial Advisory Services for Charter and Private Schools

Financing Solutions for School Development Projects

Choose a funding option for your school’s needs with the help of FTG Advisors LLC. You can trust us to help you in financing the future development of your school.

Our Unique Financial Services

We strive to provide comprehensive financial solutions to fulfill the needs of our clients. With over 30 years of experience in real estate and facility financing, our independent advisors can also help you with municipal funding, tax-exempt bond financing, bank loans, private placements, and more. We embrace our fiduciary duty to our municipal clients and work hard to find acceptable solutions for your financing challenge.

A Brief Background About Our Company

FTG Advisors LLC is a financial advisory firm registered with the Securities and Exchange Commission and the Municipal Securities Rulemaking Board. We are dedicated to helping charter and private schools in our community by assisting you in the financing process of your school facility.

Common Questions About Our Financing and Consulting Services

Registration with the SEC:

FTG Advisors, LLC is registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). The website address of the MSRB is www.msrb.org.

Municipal Advisor:

A municipal advisor is defined by the SEC and MSRB (Rule G-42) as a person (who is not a municipal entity or an employee of a municipal entity) that (i) provides advice to or on behalf of a municipal entity or obligated person with respect to municipal financial products or the issuance of municipal securities, including advice with respect to the structure, timing, terms, and other similar matters concerning such financial products or issues; or (ii) undertakes a solicitation of a municipal entity or obligated person.

Duty of Care:

A municipal advisor to an obligated person client shall, in the conduct of all municipal advisory activities for that client, be subject to a duty of care. Among other matters, Rule G-42 (Supplementary Material .01) notes in duty of care that a municipal advisor must have a reasonable basis for (a) any advice provided to or on behalf of a client; (b) any representations made in a certificate that it signs that will be reasonably foreseeably relied upon by the client, any other party involved in the municipal securities transaction or municipal financial product, or investors in the municipal entity client’s securities or securities secured by payments from an obligated person client; and (c) any information provided to the client or other parties involved in the municipal securities transaction in connection with the preparation of an official statement for any issue of municipal securities as to which the municipal advisor is advising.

Fiduciary Duty:

In addition to a Duty of Care described above, a municipal advisor must also fulfill a duty of loyalty in performing their municipal advisory activities for municipal entity clients. According to Rule G-42 (Supplementary Material .02), a municipal advisor must deal honestly and with the utmost good faith with a municipal entity client and act in the client’s best interests without regard to the financial or other interests of the municipal advisor. A municipal advisor must not engage in municipal advisory activities for a municipal entity client if it cannot manage or mitigate its conflicts of interest in a manner that will permit it to act in the municipal entity’s best interests. A municipal advisor must disclose and manage all potential conflicts of interest.

Let Us Help Your School

Get in touch with us to discuss financing solutions to fit your facilities growth needs. It would be our pleasure to fund your school’s development projects. We look forward to hearing from you soon.

Send Us a Message

Contact Form

(602) 767-3607

[email protected]

PO BOX 4725
Scottsdale, AZ 85261