About us

Fixed Income Resources helps financial advisors turn fixed income complexity into clarity, giving them the confidence to lead every client conversation with trust and precision.

Who we are

Fixed Income Resources is a specialized education firm dedicated to helping financial advisors master fixed income with clarity and confidence. Founded by Charles Urquhart, CFA, we combine decades of Wall Street experience with real-world advisor insight to deliver training that’s practical, conflict-free, and built to strengthen client trust.
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Our purpose

At Fixed Income Resources, our purpose is to bring clarity and confidence back to fixed income conversations. We believe advisors shouldn’t have to rely on jargon, sales-driven education, or guesswork to guide their clients. Our mission is to simplify the complex, strengthen understanding, and equip financial professionals with the language, tools, and insight to communicate bonds with calm authority. By helping advisors rise above the noise, we enable them to build deeper trust, retain more clients, and lead with confidence in every market environment.

Trusted by Advisors Who Lead with Clarity

At Fixed Income Resources, we partner with financial professionals who want to bring confidence and precision to every fixed income conversation. Together, we’ll strengthen your expertise, simplify your communication, and help you deliver the calm, credible guidance clients value most.

Advisors Trained

Firms & Institutions Served

Years of Fixed Income Experience

Charles Urquhart, CFA
Founder and CEO

Charles Urquhart, CFA is the founder of Fixed Income Resources and a seasoned fixed income professional with more than three decades of experience spanning Wall Street trading desks, institutional asset management, and advisor education.

Over the course of his career, Charles has worked with some of the world’s most respected financial institutions — including Lehman Brothers, Fidelity Investments, Tradeweb, and Andrew Davidson & Co. (AD&Co) — where he helped shape fixed income strategy and education for both institutional and advisory audiences.

At Fidelity, Charles helped build one of the firm’s fastest-growing divisions, expanding relationships with family offices and institutional wealth clients managing between $500 million and $50 billion. His leadership helped drive billions in fixed income trading volume and positioned advisors to better serve high-net-worth investors with clarity and confidence. At Tradeweb, he led initiatives that increased electronic bond trading adoption by more than 30% year-over-year, guiding advisors and asset managers through the industry’s digital transformation.
Earlier in his career at Andrew Davidson & Co., Charles advised institutional portfolio managers and hedge funds on structured products and fixed income analytics, helping bridge the gap between complex market data and actionable investment strategy.

Charles Urquhart, CFA

Founder and CEO

Today, in addition to leading Fixed Income Resources, Charles serves as an Adjunct Professor of Fixed Income at Loyola University Maryland, where he teaches the next generation of finance professionals how to interpret, communicate, and apply fixed income concepts in real-world scenarios.

Driven by a lifelong belief that clarity builds trust, Charles founded Fixed Income Resources to help financial advisors simplify the complex world of bonds—empowering them to speak with confidence, strengthen client relationships, and make fixed income a true differentiator in their practice.

The Fixed Income Resources 4-Step Approach

Learn with Clarity

Start with plain-English education that cuts through jargon and theory. Each concept is explained simply and applied directly to real-world client conversations, so you understand not just what to say, but why it matters.

Build with Precision

Use structured, repeatable frameworks to construct bond ladders tailored to each client’s goals, time horizon, and risk tolerance. No guesswork—just clear, step-by-step guidance that turns complexity into confidence.

Communicate with Confidence

Translate technical details into language clients actually understand. Through relatable analogies and visual tools, you’ll turn fixed income discussions into moments that reinforce trust and showcase your expertise.

Apply with Purpose

Put everything into action. From case studies to client-ready templates, we help you implement strategies that strengthen relationships, retain assets, and position you as the calm, credible voice in every market.