Products and Services
As a Searchbonds Capital Management Group client, you’ll receive professional expertise on income and capital preservation. Each investor receives a complete and thorough analysis to define a strategy, identify appropriate securities, monitor credit risk and utilize efficient market execution. Our value-oriented approach is based on underpriced and undervalued securities, not on interest rate “bets.”
Bond Market Products and Services
- Complete portfolio analysis of existing holdings utilizing Decision Analytics™ software.
- Search and purchase assistance on all types of bonds including
- Municipal,
- Corporate,
- CDs,
- Agency,
- Treasury and
- Structured Notes.
- Customized portfolio construction optimized for your tax situation.
- CORE+ Strategy: A strategy for income and growth.
- 60%-70% Investment grade bonds
- 30%-40% Income generating alternative securities
Equity Products and Services
- Freedom mutual fund portfolios
- Analyst Best Picks strategy
- Raymond James Asset Management Services: Separately managed accounts.
- Complete and comprehensive account consolidation analysis including:
- Total asset allocation report plus separate equity and fixed income allocations,
- Income schedules, and
- Geographic Exposure.
- Closed-End funds
- Preferred stock
- Master limited partnerships
