The High-Net-Worth Investor’s Guide to Tax-free Income

This Free Guide Answers the Most Important Questions for MUNI Bond Investors:

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Our Focus is to Find You 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.

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.

We are Masters of One