Be a More Confident Muni Bond Investor
Five Important Elements to Consider
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Municipal bonds have long been trusted by investors seeking steady, tax-advantaged income with a level of transparency and control unmatched by many other fixed-income investments.
Consider five important elements that can help you build confidence in your bond portfolio.
Download Our Free Guide:
Download the “5 Elements for Confident Municipal Bond Investing”
The Five Elements:
Tax Advantages
Keep More of What You Earn
Interest on most municipal bonds is free from federal taxes and, in some cases, exempt from state and local taxes. This can mean higher taxable equivalent returns compared to other taxable investments.
Liquidity
Flexibility Without Sacrificing Stability
Many municipal bonds trade actively, making it possible to buy and sell efficiently when you need access to your capital.
Insured Paper
Added Peace of Mind No Matter the Municipality
A portion of the market is “insured,” meaning your investment is backed by an insurance company who would make the interest and principal payments in the event the municipality experiences financial difficulty.
Transparency
You Know What You Own
With municipal bonds, you can choose specific issuers, unlike mutual funds where you may not know the exact holdings, credit ratings, and duration.
Control Over Your Destiny
Stay in the Driver’s Seat
You decide when to buy and sell, without being impacted by other investors’ decisions.
Take the Next Step!
Download 5 Elements for Confident Municipal Bond Investing.
Why Bond Investors Choose The DRL Group
With over 30 years of experience in helping clients invest in municipal bonds, we are dedicated to matching your unique financial goals with the right bond strategies. Our comprehensive evaluation process considers many factors including credit quality, yield, and your state’s tax rate to ensure your investments align with your objectives.
Don’t leave your investments to chance!
Download our free guide today to uncover essential insights that can help you make informed decisions.
Download the “7 Risks Every Municipal Bond Investor Should Consider”
Your Investment Objectives
Our Focus is to Find You high quality tax exempt municipal and corporate Paper
- We tailor our communication based on what YOU are seeking.
- If your objectives are realistic, we will find it.
- We monitor the markets as it relates to credits and make recommendations based on various attribute changes in material events.
- Please note that we do not charge management fees, instead we make our return from a nominal markup on bonds you purchase from The DRL Group. Our business model may produce higher returns year over year compared to managed accounts on Fixed Income Securities by the avoidance of this annual fee.
- Our electronic execution platforms are faster, more efficient, and cheaper for the client – resulting, in most cases, in a higher yield-to-worst.
Customer Service
We Hold to Much Higher Standards
- We walk you through the investment fields while helping you navigate the landmines.
- We understand credits, how they work, how they are paid, and most importantly, what to avoid.
- We answer the complicated questions pertaining to AMT, Green bonds, OZs, fiscal budget shortfalls and overages, TTEE issues, and market conditions.
- We are published in many periodicals; additionally, you have access to these publications each Thursday with our market commentary as a client.
- We WILL answer the hard questions.
Singular Focus
We are Masters of One
- We have been doing Fixed Income for close to 3 decades – have traded through most all markets (studied the Jimmy Carter regime)
- Combined experience in our shop of over 85 years in the Tax-Free Bond Markets
- We will ONLY sell you products that align with our joint mission and core focus.
- We will NOT push products on you; we do one thing, and do that very well.
- We will show you what you are looking for, not what we are “hung with” – our focus is MUNIs and our client – period.