The more you know bonds, the more
you should know us.

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2893 Executive Park Drive, Suite 305
Weston, FL 33331
Direct: 855.211.9828
Toll Free: 855.211.9828
Fax: 866.919.4908
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Experienced in bonds and fixed income strategies for nearly a quarter century, we know this market implicitly. Navigating the full breadth and scope of the bond market requires a honed knowledge and full-time vigilance. It is not for dabblers or neophytes, nor likely to be an effective vehicle for the ill-advised. It is, however, an attractive investment solution for our select clients who appreciate the benefits well-chosen fixed income securities can bring.

In our opinion, few brokers invest the time required to find the best opportunities in the bond market, so their clients may just get generic offerings or specific bond choices that could be better. However, we invest the time. There are many complexities involved in uncovering the best opportunities and making sure each bond recommendation is a good fit for your specific needs and requirements. We know the interest rate is no longer the only element to consider, so we examine the security of the bonds, the source of the revenue and the underlying ratings. View a sample Fixed Income Portfolio Analysis.

Looking for Specific Bonds?
Do you have specific criteria for bonds you are looking for? Let us know and we will email you bonds that fit your needs. There is no charge for this service.
Yes, please send me customized offerings.
Yes, please send me bond strategies and commentaries.
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Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. Holding bonds to term allows redemption at par value. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise.


2893 Executive Park Drive, Suite 305 // Weston, FL 33331 // Toll Free 855.211.9828 // Fax 866.919.4908 // Map and Directions