Fixed Income Products & Services
PRODUCTS
Municipals
Corporates
Certificates of Deposit |
Treasuries
Agency Debt
|
Mortgages
|
SERVICES
- Portfolio pricing on all fixed income products
- Interest rate stress tests on portfolios and individual bonds
- Consensus interest rate forecasting
- Swap analysis
- Yield curve relative value analysis and curve trade opportunities
- Supporting documents for compliance and audits including the Fixed Income Checklist
- Research reports and recommendations
- Mortgage loan sales
- Referral to an SEC registered advisory partner for additional consulting and services.