Financial Professionals
Outsourced Fixed Income Solutions for
RIAs and Investment Advisor Firms
  • Minimum Account size is $250,000
  • Municipal Bond sub-advisory services for non-qualified accounts
  • Corporate Bond and taxable Municipal Bond solutions for qualified accounts
  • Differentiate your practice by providing a tailored solution to your clients
  • Separate managed accounts (SMAs) versus a plain, vanilla mutual fund or ETF
  • Leverage and utilize our dealer network to achieve better trade execution
  • Analyze/consult on existing portfolios along with other concierge services
  • Accessible on multiple platforms such as Charles Schwab, Fidelity and TD Ameritrade