Broker Check
David Loesch

David Loesch

Registered Representative Principal/ OSJ

David Loesch has specialized in fixed income trading since 1994, covering all areas of the bond markets. David deals with everything from defaulted issues to AAA bonds to tax-exempt and taxable bonds. David is constantly collaborating with other dealers in the marketplace bidding on issues and making markets in certain securities. David not only deals with the large institutional accounts on fixed income transactions, but also has a large retail client base that gives a good insight on what the markets are looking for and how the retail world looks at current events in addition to how it affects them on a personal level.

David has tailored his trading styles to meet each individualized account, making sure that the clients investment objectives are met. David has a strong “philosophy” on trading fixed income, all clients are different, and have different risk tolerances and beliefs. David tries to match those up in order to “build” a fixed income portfolio in order to best serve the client’s needs and objectives. David is also the Principal in the office, overseeing the day-to-day activities of the office that deals with meeting the client’s objectives and goals, as well as maintaining compliance in the workplace. David has been married for over three decades to his lovely wife Laura, and has two children, Ashley and Joshua. David is active in many charities around Houston including the Katy Rotary Club, the International Committee, which consists of hosting guests to the Houston Livestock Show and Rodeo from around the world, and also the Steer Auction Committee, which is the number one contributor as a sales committee to Rodeo Scholarships for the young men and woman of Texas. Looking forward to hearing from you, thank you for your interest and reading this.