We deliver Fixed Income solutions that resonate with investor categories in markets everywhere in the US. Our unique perspectives never deviate from best industry practices yet still find the leverage to show RIAs, Broker-Dealers, and SAMs unique solutions to traditional problems. The outstanding service feature that’s never wavered is our personal and partnership theme overriding our consulting approach.

We make it our business to meet all advisor challenges with forethought and to remain within their style framework. It requires the tremendous responsibility of helping to diagnose investor opportunities and challenges optimally. We have no second agenda, and we’re never in conflict. You can rely on us to stay in touch with the bottom line of client requirements, case by case.  Our flexibility is legendary, enabling us to adjust to different advisor orientations and pricing structures. Whether you work with clients on retainer, by the hour, by contract or by assets under management, we fit into your operation seamlessly. It’s exactly what the advisor community needs right now after significant shifts in the industry from commissions to fees. A pivotal aspect of our service rests on zero charges if the advice doesn’t rise to your expectations. There’s no better proposal than trying on our fixed income expertise for size with no downside.

I look forward to meeting you.

Schedule A Time To Talk to Chuck!