Why Do Business with Us? 3 Reasons

Duration: 2:50

Transcript:

Welcome, and I appreciate you joining us for sure. I’m gonna just talk a little bit about DRL and, let’s say, “Why would you do business with us as compared to a Charles Schwab or Vanguard or somebody like that?” Well, I’ll only touch on three things, and then if you’d like to talk more about it, please give us a call. Depth of market access. We have market access that the other shops do not. We see institutional flow. We see Vanguard selling paper. We see all of the banks selling paper. So we see this institutional flow where other shops might shops meaning, for example, like a Schwab or somebody like that. So if that’s the case, then would it be better from a client perspective to say, I’m looking for a particular point of view, let’s say, a bond, California, New York, whatever it might be. We can probably show you that bond, perhaps at a cheaper price, but certainly give you advice on that bond as well, which leads me to execution and pricing and relationship. If you’re looking for specific paper, let’s say, again, you’re a California resident, New York resident, Colorado resident, whatever, and you have a high state income tax, and you’re really trying to mitigate those taxes, we’re gonna work with you on that. That’s what a pricing, execution, and more importantly, personalized relationship that we bring to the table. We have a team of experts that have been in the business a long time, much longer than ten to fifteen years. I personally have been in thirty years. And we’re able to help you find those securities, those little nuggets out there that might be able to add value to your existing portfolio. And then the last one I’ve already touched on in this focus and expertise. At the end of the day, we’re going to be here for you. When you wanna call us, we pick up the phone. We call you back if we’re on the phone. If you we’re here to answer the difficult questions, whether it’s AMT, de minimis, what does state income tax do for me? What does this credit rating mean? What does downgrade upgrade? Which insurance company should I be buying? Which ones should I be avoiding? What kind of credit asset classes should I be avoiding or buying? Those all come with focus and expertise, and that is only what we do. High grade fixed income, corporates, treasuries, any type of fixed income product, we have over combined eighty five years in that one asset class. We’re here for you. We’re here to offer you service. We’re here to compete, and we want to earn your business. Thank you very much for listening, and we look forward to talking to you. Have a great day.