It’s Time to Rethink Your Exposure to Stocks
With yields elevated post-election, this could be an opportune time to increase your allocation to high grade municipal bonds.
Equity markets crave certainty. In this period of post-election transition, market volatility is rising and bond yields are up. Consider locking in higher yields available in high grade municipal bonds.
The DRL Group can help you navigate change.
We’ve traded through nearly every market condition and cycle over our 30+ years of bond trading for clients.
We understand the impacts that political changes have on the financial markets and can help guide you through this volatile time.
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 taxation to ensure your investments align with your objectives.
Talk to us today about your portfolio and let us help you reduce your exposure to stocks in this environment.
Schedule an Appointment
Investing in municipal bonds can provide valuable tax-exempt income, but understanding the associated risks is crucial for successful investing.
Download our guide that covers 7 key risks every municipal bond investor should be aware of and be more confident in making informed decisions about your portfolio.
This Guide Covers:
Credit Risk:
Understand the importance of bond issuer creditworthiness.
Interest Rate Risk:
Appreciate how fluctuating interest rates impact yields.
Liquidity Risk:
Consider the implications of investing in limited issue or lightly-traded bonds.
Tax Risks:
Get insights on potential tax liabilities that may affect tax-exempt status.
Credit Risk:
Understand the importance of bond issuer creditworthiness.
Credit Risk:
Understand the importance of bond issuer creditworthiness.
Credit Risk:
Understand the importance of bond issuer creditworthiness.
Download the “7 Risks Every Municipal Bond Investor Should Consider”
The DRL Group is built on trust.
Your Investment Objectives
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.
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.