Specifically designed to level the playing field for independent advisors, our advisor liaison desk is your connection to highly experienced fixed income specialists, backed by a full-service capital markets team. We give advisors the resources to compete effectively.
We are covered by the Street, so we provide other dealers’ best ideas, inventory, new issues and research.
We empower advisors to expand their client service capabilities and effectively manage their fixed income business through a portfolio of complimentary services.
Customized and advisor-branded bond portfolios, created specifically for the advisor, based on the individual needs of his or her client
Access to a broad universe of wholesale bond offerings, research, and trade ideas, based on real-time fixed income market dynamics, bond availability and pricing
Comprehensive bond portfolio reviews to give advisors greater confidence that a client’s fixed income portfolio is aligned with evolving market conditions and client goals
Expert insight on demand to help advisors navigate structural and credit characteristics of fixed income securities in order to make more informed choices for their clients
Our municipal and taxable institutional sales teams, whose members have an average of 20 years of industry experience, give advisors broad access to fixed income offerings. We interact every day with institutional clients, including mutual funds, ETF sponsors, banks, corporations, and insurance companies, who bid and offer billions of dollars of bonds daily.
Tax-Free Fixed Income
Our municipal institutional sales team covers institutional accounts out of our offices in San Francisco, Seattle, New York, and Los Angeles County. We help to provide a complete view of the market, assisting institutional traders in unifying bond pricing information in a single platform.
Taxable Fixed Income
Our taxable institutional sales team brings decades of experience in trading all taxable products, from investment grade and high-yield corporate debt to esoteric asset-backed securities.
Our market-making desk enhances advisors’ negotiating power by putting our capital to work in the marketplace, which can drive better pricing for advisors on behalf of their clients. In addition to decades of expertise, our traders have extensive tools and resources to evaluate potential risks and opportunities, based on real-time market dynamics.