WHEN PREDICTABLE INCOME AND
PRESERVATION OF CAPITAL ARE ALL
THAT YOUR CLIENTS TRUST

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Why Us

REDUCED COSTS & TIME l INCREASED REVENUE & ASSETS

We are the preferred consultants to Registered Investment Advisors (RIAs) - Independent Broker
Dealers - Separate Account Managers(SAMs) everywhere in the US

WHY US?

REDUCED COSTS & TIME
INCREASED REVENUE & ASSETS

It’s indeed a rare find, but we can safely say we are
it. See below why we stand head-and-shoulders above
the competition:

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The fixed income market lacks transparency. As a result there’s substantial confusion that drains advisor confidence in dealing with crucial client questions. One poor client experience can disrupt your Reputation, Revenue, and customer Retention (i.e., the three Rs that can make or break your ROI). It takes an unbiased, reliable resource with no agenda and a 360 degree vision of the fixed income market to:

  • Seamlessly cut through the noise.
  • Uniquely cover all the necessary ground from corner-to-corner.

About Us

THE 10 WAYS WE HAVE DEFINED
THE FIR BRAND VALUE

FIRST WE IDENTIFIED THE ADVISOR COMMUNITY’S BIGGEST GRIPES WITH THE FIXED INCOME (FI) ARENA

1

Inconsistent investment quality erodes our trustworthiness.
2

Bond platforms coming at me left, right, and center - very confusing!
3

Difficult to rate bond funds net of the fund and managed account fees.
4

Predictability growth & revenue growth go in the opposite direction.
5

So many options promising the same thing blurs my vision.
6

Finding the diamonds in the rough is far too time-consuming.
7

Matching fixed income options to my advisory style is a challenge.
8

Taxation relative advantages are another confusing thing.
9

My client loyalty pivots on FI performance. I can't afford to lose it.
10

I can't find a fixed income partner that I can rely on long-term.
11

Past advisors know pieces of fixed income investments but not all of them.

THEN WE LEFT NO STONE UNTURNED TO DELIVER FIXED INCOME SOLUTIONS (FISs) BETTER THAN ANYONE ELSE.

1

Our FISs are the cream of the crop. Zero tolerance for anything less.
2

Our FISs are bottom-line-centric. They kick confusion to the curb.
3

FISs are all that we do. They provide a compelling balance of both.
4

ATSs, ECNs, Custodian enhancements, & more – we rate them all.
5

We teach you to customize client portfolios in a professional way.
6

We structure FISs to align with your fee structure and client appeal.
7

We close many knowledge gaps fast – taxation is one of them.
8

Our 30 years experience & unbiased advice energize client retention.
9

We have your back today, tomorrow, and every day after that.
10

We provide an unmatched blend of every FIS element that matters.

AND CONNECTED IT ENGAGINGLY TO OUR
CLIENT EXPERIENCE

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Services

OUR SOLUTIONS & SERVICES

WE TAKE THE “COMPLICATED” OUT OF FIXED INCOME INVESTMENT DIRECTION.

Advisory success today depends on strategic partnerships to ensure you’re covering all the bases. The FIR team’s seamless approach addresses your clients’ most significant fixed income challenges. We do all the heavy lifting, leaving you to engage with clients and build relationships with confidence and peace of mind.

We put “guaranteed satisfaction” into our Fixed Income Investment guidance.

If you engage our services once, you’ll never use any other fixed income investment advisor. That’s why we say, “if not satisfied with our imparted wisdom, don’t pay.” The smiles on your clients’ faces and the metrics spell out our differences every time. Our little-known strategies erase the fear of investing in rising interest rate environments.

We are an extension of your business in the genuine sense of partnership.

Once we’re in your corner, you are on the receiving end of unbiased, non-conflicting, truly revolutionary options. It’s a complete U-turn versus the “same-old, same-old” being blasted at advisors daily. We routinely close the gaps and grey areas that deflate client solutions – all within the fee structure and unique style your brand stands for.

Testimonials

DON’T TAKE OUR WORD FOR IT…

Hear what our clients and industry experts have to say about as

“I have worked with a lot of fixed income specialists in my career and Chuck is one of the very best. Although technology has managed to disrupt and commoditize many markets, the sheer number of fixed income issues, in the millions, calls for someone with the expertise and wisdom to help guide RIAs and their clients towards appropriate solutions.”

Ronald F.

“Evolving market structure. New bond platforms and electronic trading. More data to filter and consume. Not much transparency. Is the pricing “good”? Advisors need help understanding the intricacies of the fixed income market and guidance to make the “right” choices that fit their business model and the needs of their customers. Chuck is that resource. His deep experience, insight and the ability to distill it down into relatable and understandable guidance stood out then and holds true now more than ever.”

Graham A.

“Chuck is an outstanding results oriented thinker. He has the ability to handle difficult situations and maintain total professionalism as he works towards solutions. I highly recommend Chuck as an expert in fixed income, capital markets, large platform administration and client service.”

Pat D., CAIA

“Chuck puts client needs first and is an exceptional business partner.”

Constantino D.

“Chuck's knowledge of Fixed Income is bottomless, so very valuable to his clients and future business partnerships!”

Kevin G.

THE TIME TO MEET THE FIXED INCOME INVESTMENT CHALLENGE IS NOW!

Get the Team with proven little-known strategies
boosting your client retention and ROI today.

CONTACT US