Services

MUNICIPAL CONSULTING / FINANCIAL ADVISOR SERVICES

Our combined experience and expertise in securitization, lending and investing takes a client-focused approach to providing financial advisory services to public and private sector clients in California and nationwide. Please contact Tammy Ofek for these services.

HOUSING AND MORTGAGE FINANCE PROGRAMS

At Wolf & Company, our clients are provided with housing/mortgage programs drafted with attentive care and unique resources to fit their individual needs, risk parameters, and geographic specification. Please contact Wesley Wolf for these programs.

ADMINISTRATION, OVERSIGHT AGENT & CONTINUING DISCLOSURE SERVICES

Wolf & Company was the first private firm in California to use an internet loan reservation system in its administration and loan review process for a municipal issuer. Our Administration, Oversight Agent & Continuing Disclosure Services are provided on municipal, non-profit and private label securities. We are the leader in providing such services on mobile home parks. Please contact Wesley Wolf for these services.

ALL SERVICES

  • Municipal/Financial Advisor Services
  • Mobile home Park Acquisition Program
  • Oversight Agent Services – Mobile Home Parks
  • Continuing Disclosure Reporting Services
  • Down Payment Assistance Programs
  • Mortgage Insurance
  • Mortgage Portfolio Management and Sale
  • Strategic Consulting Due Diligence Review
  • Program Administration