Overview

Our business is based on managing fixed income assets by building portfolios of individual bonds for clients. We are a fixed income desk with unique experience and characteristics that add value to our clients' portfolios. We work with independent RIAs interested in tapping our skills for their client base. We are hoping to develop more relationships through the use of this website. We are an independent trading desk and are not limited regarding access to markets and/or market makers. If you use fixed income in your practice we have the ability to help you.


Last Activity
within 3 months
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...