$200MM AUM | $1.7MM EBITDA in
West Des Moines, IA
We are a full service Broker Dealer and Registered Investment Advisory firm that has an office in West Des Moines. We have the ability to conduct commission based business as well as fee based business. We specialize in fixed income for institutional and retail accounts but also focus on overall wealth management for retail. We underwrite municipal bond issues throughout the Midwest.
We do not sell alternative investments, we focus on marketable, liquid investments with no leverage.
We are able to provide clients with individualized fixed income solutions and bond ladders for their portfolios. We also utilized liquid, preferred equity products.