Advantages to Working With Us


Advantages to Working With Us

  • Personalized service and customized execution
  • Nimble & timely execution with on-site trading
  • Portfolio manager controls security selection, price negotiation, and timing of execution
  • Can negotiate execution between the bid and ask, passing on savings to client
  • All credits researched prior to purchase and monitored on an on-going basis by a dedicated municipal analyst

 

  • Access to all primary and secondary issues not limited due to underwriting conflicts
  • Less internal competition for attractive bonds in the primary market
  • Investment ideas can be generated and implemented at any time