WHY US?
ONE COMPELLING REASON

MISSION AND VISION

FIXED INCOME INVESTMENT – LEADERSHIP – TRANSFORMATION

Fixed Income
Predictability

Capital Preservation

OUR MISSION

To use our capital markets and bond platform experience as a springboard to deliver a range of successful solutions for the advisor community. We aim to provide end-to-end satisfaction of customers’ needs for fixed income predictability and capital preservation.

OUR VISION

For our clients to accept us as partners in an exciting and dynamic investment sector, energized by our extraordinary contribution to their advisory style and pricing format.

HOW WE DO IT

We have a pool of intellectual resources pillared in the fixed income market and methodologies that seamlessly put extraordinary confidence back into our client’s advice.  We  leave no stone unturned in making sure we provide benefits that cover our fees multiple times.  Our resource pool contains the following:

How We Do It

OUR RESOURCE POOL CONTAINS THE FOLLOWING

ECNS

Giving us a somewhat unique capability to offer clients best practices guidance and insight when using ECNs.

Bond ETFs and Mutual Funds

We can determine the value-add as well as risks you should be aware of when advising your clients.

SOFTWARE PROVIDERS OF PORTFOLIO CONSTRUCTION & ANALYTICS

Let us show you how their applications work for you. We go to the crux of the matter – cutting out the noise and confusion. We deliver only the critical aspects you can use – the ones that matter.

From The CEO

A MESSAGE FROM THE FIR FOUNDER AND CEO

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.

I Look
Forward To
Meeting You.

Chuck Urquhart, CFA

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