Trust the fixed income experts that focus on nothing else
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
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 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.
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
THEN WE LEFT NO STONE UNTURNED TO DELIVER FIXED INCOME SOLUTIONS (FISs) BETTER THAN ANYONE ELSE.
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.
DON’T TAKE OUR WORD FOR IT…
Hear what our clients and industry experts have to say about as