Fixed Income Sales and Trading
Let us tailor a plan to fit your unique return and cash flow needs. We draw from a full range of taxable and tax-free investments to keep your organization on the move.
Institutional Brokerage and Investments
-
Local Presence with National ExpertiseWith sales, underwriting and trading floors across the Southwest and Midwest, our physical presence gives us access to talent that rivals New York and Chicago. Our experienced professionals use their access to the major exchanges and our financial resources to expedite orders at competitive prices.
-
Fixed Income Access and Expertise
As an active municipal bond underwriter, we believe we can offer securities, solutions and pricing that differentiate us from other firms. We strive to use our stature in the fixed-income market for our clients’ benefit, not ours. Our distribution-oriented tracking strategy is intended to focus on our clients’ needs, not just proprietary trading.
-
A Wide Array of OfferingsLicensed and active in all 50 states, we provide the capabilities for successful institutional investing and offer institutional investment guidance, risk and return assessments, advanced portfolio strategies and seamless trade executions.
Financial Products
Financial products that we offer include:
- Institutional money market funds
- Commercial paper
- Bankers’ acceptances
- Business-owned life insurance
- U.S. Treasury and Federal agency securities
- Corporate notes and bonds
- Municipal bonds – taxable and tax exempt
- Mortgage-backed securities
- Certificates of deposit – including brokered CDs
- Repurchase agreements