DRL Group Fixed Income Specialists

5.0 (1 review)

Financial Advising, Investing

Closed • 8:00 am - 5:00 pm

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Investment management

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DRL Group Fixed Income Specialists - Financial Advising Near Me - Katy, Texas

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Luke V.

1 year ago

They answer the phone very quickly, and are extremely helpful. Great business that does honest work.

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More info about DRL Group Fixed Income Specialists

605-B Park Grove
Katy, TX 77450
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(866) 664-4040
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Visit Website
http://www.drlgroup.net

From the Business

Specialties

The DRL Group specializes in bonds, primarily tax-free bonds. Approximately 80% of our transactions are in the tax-exempt sector, with 80% falling under the insured category. The other 20% of our business comes from Corporate Bond transactions, with 50% of those being in High Yielding Corporates. Our specialty is acquiring securities from dealers and then allocated them into retail accounts. We subsequently look for the perfect match (requested credit quality, yield, duration, and amount) within our client base for each security. We focus mainly on the bid side of the market and then pass along the savings, resulting in higher yield, to our clients. Using this approach, we can show our clients a wide array of securities in all 50 states that meet their financial objectives. Our goal is to tailor each portfolio to meet their desired rate of return based on market conditions. Many options exist in the municipal world to either create a new portfolio, or add to an existing one, by replacing securities that have been called or matured. While we do a small portion of equity business, bonds are our primary focus. Our clients rely on the DRL Group to manage the debt portion of their assets base. Our #1 objective is to keep their money working tax-free while they continue running their businesses, focusing on their career, or just enjoying retirement. Once we establish an account, we maintain close communication with our clients and, of course, monitor their existing investments.

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DRL Group Fixed Income Specialists

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