Helping You Navigate the Tax-Free Bond Markets
The DRL Group specializes exclusively in the bond market. We are solely focused on providing tax-free income products and managing tax-deferred accounts (IRAs and SEPs) through utilizing high quality municipal and corporate bonds. Because of our proprietary, state-of-the-art technology, our clients have access to both the primary and secondary bond markets. This allows us to execute trades on both the buy and sell side of the transaction enabling efficient pricing. For more than 20 years, we have been serving top tax-bracket clients in their quest to reduce taxes, generate a stable income stream, and help to protect their principal investment value.
WE ARE FOCUSED ON YOUR INVESTMENTS AND YOUR FUTURE
What Makes Us Exceptional - And Sets Us Apart
Masters of One. Most financial professionals are “jack-of-all-trades, master of none.” The DRL Group has taken a different approach to financial services. “We are Masters of One”, having spent decades doing one thing well: fixed-income investing. We specialize in the bond market, helping provide fixed-income solutions for our clients. You can expect this singular focus from the DRL Group.
Price-Efficient Trade Execution: Thanks to our state-of-the-art technology, DRL Group clients have access to both the primary and secondary bond markets. This provides you with efficient pricing because we can execute trades on both the buy and sell side of the transaction, which in most cases, could result in higher returns.
Municipal and Corporate Bond Specialists. Our team of professionals is focused on providing fixed-income solutions to produce a stable income stream—and help protect principal value. We create customized bond portfolios to preserve capital and minimize risk, while maximizing client returns in unpredictable market environments.
Tax Free Investment Solutions. Our clients are interested in shielding their investment income from taxes. For investors who want tax-exempt investment solutions, we can purchase at dealer level pricing, with a nominal mark up on attractive tax-free bonds. This results in higher yields for our clientele.
Well Versed with Major Market Fluctuations. With over 35 years of collective industry expertise, we have been through significant ups and downs of the economy and the market. We have extensive experience adapting our clients’ portfolios to ever-changing market conditions. We will do the same for you.
Personalized Process. All clients receive the personal attention they deserve. We take the time to understand each client’s needs based on their tax bracket, age, goals, and financial situation. We continuously analyze and update strategies to meet our clients’ evolving individual objectives for income, growth, and asset protection. And, our clients deal directly with the owners of the firm—not junior advisors or a call center. We know our clients’ time is extremely valuable, so when a client calls, we pick up the phone. You can always expect good, old-fashioned service.
Award Recognition. The DRL Group has been consistently recognized as one of Houston’s Top Wealth Managers. The National Association of Board Certified Advisory Practices (NABCAP) named us among the Top Wealth Managers two years running, and the Houston Business Journal featured us in both 2012 and 2013. We have also been showcased as one of the Best Businesses of Katy, TX, for 2013, 2014, 2015, and 2016. You’ll be taken care of by an award-winning team.
Independent. Since we are not owned by a bank or an insurance company, we sell no proprietary, high commission products. Instead, the financial products we do offer are dependent on what’s in the best interest of our clients. All of our operations are highly regulated. Your investment funds are held at our custodian, National Financial Services, a 100%-owned subsidiary of Fidelity Investments.