Fixed Income Sales & Trading

Choose a nationally recognized leader

With 160 sales and trading professionals across the U.S., our expertise reaches institutional investors nationwide

Locations

Atlanta
404 364-1803

Baltimore
410 244-6175

Boston
617 654-0700

Charlotte
704 998-2526

Chicago
312 267-5060

Cleveland
440 385-4415

Denver
303 820-5865

El Segundo
310 297-6026

Houston
713 840-6402

Kansas City
913 345-3300

Long Island
631 439-6870

Minneapolis
612 303-6000

New York
212 284-9300

Philadelphia
215 446-9301

Portland
503 275-6925

Salt Lake City
801 350-6102

San Francisco
415 616-1600

Seattle
206 254-7200

We provide comprehensive fixed income investment solutions to corporations, public and private, public entities, foundations, and endowments. We work closely with our clients to define their investment parameters and liquidity needs, and then develop innovative and customized portfolio solutions to meet their distinctive requirements.

Our disciplined approach emphasizes capital preservation, liquidity, and then yield. This approach serves as the foundation for the tactical and strategic investment decisions of our team. We are continually monitoring current market conditions, as well as formulating prospective market opinions to enhance your investment yields.

We are committed to providing an integrated end-to-end solution by:

  • Identifying the needs, parameters, and liquidity constraints for the investable funds.
  • Evaluating suitable investments using relative value analysis.
  • Executing the appropriate investment strategy while employing comparative and competitive bidding to ensure advantageous pricing.
  • Maintaining constant dialogue with clients to ensure that any material changes in their investment parameters are immediately implemented in the investment strategy.

Fixed Income Products

Fixed income portfolio managers need a variety of securities products to achieve results. Through our traditional and electronic trading platforms, our sales professionals offer clients a broad array of taxable and tax-exempt fixed income products.

  • Agency securities
  • CDs
  • Commercial paper
  • Convertible bonds
  • Corporate bonds
  • Government securities
  • Loans
  • Money-market securities
  • Mortgage-backed securities (MBS) and Asset-backed securities (ABS)
  • Municipal bonds
  • Preferred stock
  • Repurchase agreements (REPOs)
  • Variable-, auction- and fixed-rated securities

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