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MFS was established in response to Oklahoma communities and school districts seeking independent advice from a Financial Advisor not associated with an underwriting firm. Consequently, MFS serves exclusively as Financial Advisor and does not buy or sell securities in either the primary or secondary markets.
The business objective of MFS is to provide Oklahoma municipalities and school districts with independent, professional Financial Consulting services aimed at developing and implementing capital project plans in the least-costly manner possible. The business philosophy of the firm is to establish a client relationship emphasizing a long-term engagement rather than a transaction-based relationship. This philosophy allows MFS to develop financial plans that are in the best interest of a community as opposed to a fee-generated financing. The business outlook of the firm is to continue to provide quality services at reasonable costs, resulting in an increased market share and a well-established reputation.
The firm is registered with the State of Oklahoma Department of Securities as an Investment Adviser with Rick Smith, Jon Wolff, Ben Oglesby and Worley Aitken registered as an Investment Adviser Representatives. MFS is also an Associate Member of Oklahoma Municipal League (OML), Municipal Electric Systems of Oklahoma (MESO), Association of School Business Officials of Oklahoma (ASBO), the Oklahoma Rural Water Association (ORWA), Government Finance Officers Association (GFOA) and the Edmond Area Chamber of Commerce. MFS is listed in The Bond Buyer's Municipal Marketplace (the "Red Book"), a national registry of underwriters and municipal consultants.
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