Are you an RIA, Broker-dealer, or SAM looking
for fixed income solutions?

OUR SERVICES

UNIQUE ECN GUIDANCE

FULL BOND MUTUAL FUND & ETF COVERAGE

COMPANY VETTING – BOND PORTFOLIO CONSTRUCTION & ANALYSIS SOFTWARE

  • ECN and Bond-related client-issues in one meeting.
  • The flurry of fixed income options bombarding your communications daily.
  • Hesitant client reactions that send them to competitors in too many instances.
  • Coming across confidently each time fixed income enters the conversation.
  • More “Google-informed” clients asking tough questions.
  • Client fixed income strategies where you’re not fitting in as part of the solution

Look no further

We can help you fix all that, and more.

Sense of partnership

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.

Close the gaps

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 world for it...

Clients Reviews

“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.

“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.”

Graham A.

“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.”

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.

Here are just some of the things we connect to. More and more advisors refer to
us as their one-stop fixed income consulting resource for all complications in
this dynamic arena:

ECNS

  • Transparency
  • Markups & Markdowns
  • Block vs. Odd lot orders
  • TRACE & MSRB regulatory implications
  • Depth-of-book, RFQ, All-to-all

BOND MUTUAL FUNDS AND ETFS

  • Holdings, Cost
  • Risk assessment, Interest rate sensitivity
  • Value vs. Underlying
  • Liquidity issues

SOFTWARE PROVIDERS OF BOND PORTFOLIO CONSTRUCTION AND ANALYSIS

  • What components and features work for you
  • Comparing the competitors
  • Understanding portfolio analysis output and what is essential to your clients (concentration, rating spectrum, cash flow analysis, and more)

One-Stop
Fixed Income
Consulting
Resource.

WE TAKE THE “COMPLICATED” OUT OF FIXED INCOME INVESTMENT

RIAs, SAMs, & B/Ds understand that an advisor’s responsibility in the broad financial services landscape has become severely complicated. Clients expect you to possess cutting-edge expertise across equities, fixed-income investments, and all the funds sprouting out of these sectors (adding another dimension of complex analysis). 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 it generally means you’ll never use any other fixed income investment advisor. That’s why we’re happy to say, “if not satisfied with our imparted wisdom, don’t pay.” The math, the smiles on your clients’ faces, and the metrics spell out our differences every time. Our cost benefit analysis that centers on BPS saving & growth, and low risk revenue generators. Our proven little-known strategies developed through the FIR CEO’s Fidelity and Tradeweb connections help you to erase the fear of investing in rising interest rate environments and the traditionally low profit bond markets.

If Not Satisfied
With Our Imparted
Wisdom, Don’t Pay.

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