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  2. About Us
  3. Why Choose The DRL Group?

Why Choose The DRL Group?

Why you would want to do business with the DRL Group

 

Masters of One. Most financial professionals are “jack-of-all-trades, master of none.” The DRL Group has taken a different approach to financial services. “We are Masters of One”, having spent decades doing one thing well: fixed-income investing. We specialize in the bond market, helping provide fixed-income solutions for our clients. You can expect this singular focus from the DRL Group.

Price-Efficient Trade Execution: Thanks to our state-of-the-art technology, DRL Group clients have access to both the primary and secondary bond markets. This provides you with efficient pricing because we can execute trades on both the buy and sell side of the transaction, which in most cases, could result in higher returns.

Municipal and Corporate Bond Specialists. Our team of professionals is focused on providing fixed-income solutions to produce a stable income stream—and help protect principal value. We create customized bond portfolios to preserve capital and minimize risk, while maximizing client returns in unpredictable market environments.

Tax Free Investment Solutions. Our clients are interested in shielding their investment income from taxes. For investors who want tax-exempt investment solutions, we can purchase at dealer level pricing, with a nominal mark up on attractive tax-free bonds. This results in higher yields for our clientele.

Well Versed with Major Market Fluctuations. With over 70 years of collective industry expertise, we have been through significant ups and downs of the economy and the market. We have extensive experience adapting our clients’ portfolios to ever-changing market conditions. We will do the same for you

Personalized Process. All clients receive the personal attention they deserve. We take the time to understand each client’s needs based on their tax bracket, age, goals, and financial situation. We continuously analyze and update strategies to meet our clients’ evolving individual objectives for income, growth, and asset protection. And, our clients deal directly with the owners of the firm—not junior advisors or a call center. We know our clients’ time is extremely valuable, so when a client calls, we pick up the phone. You can always expect good, old-fashioned service.

Award Recognition. The DRL Group has been consistently recognized as one of Houston’s Top Wealth Managers. The National Association of Board-Certified Advisory Practices (NABCAP) named us among the Top Wealth Managers two years running, and the Houston Business Journal featured us in both 2012 and 2013. We have also been showcased as one of the Best Businesses of Katy, TX, for 2013, 2014, 2015, and 2016, featured in Fortune magazine, Marquis Who’s Who, The Wall Street Journal, Asset TV, and inducted into the Houston Business Journal’s Leadership Trust in 2020. You’ll be taken care of by an award-winning team.

Independent. Since we are not owned by a bank or an insurance company, we sell no proprietary, high commission products. Instead, the financial products we do offer are dependent on what’s in the best interest of our clients. All of our operations are highly regulated. Your investment funds are held at our custodian, National Financial Services, a 100%-owned subsidiary of Fidelity Investments.

About Us

  • Our Team
  • Why Choose The DRL Group?
  • DRL Group/Mid Atlantic Capital
  • Clearing Firm

View our Municipal Bond & Corporate Bond Offerings

Complete this form to gain access to our Bond Offerings.

 

Toll Free: 866-664-4040
Phone: 281-398-8600
Fax: 281-398-8607
Email: dloesch@drlgroup.net

605-B Park Grove
Katy, TX 77450

 

 

Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA & SIPC. The DRL Group is not a registered entity or a subsidiary or control affiliate of SIPC. The DRL Group is not a registered entity or a subsidiary or control affiliate of MACC. We currently have individuals licensed to offer securities in the states of: AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MI, MS, NC, NJ, NM, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI. This is not an offer to sell securities in any other state or jurisdiction. DRL Group and Mid Atlantic Capital Corporation are not affiliated with Advisorwebsites.com.

Bonds are subject to market and credit risk of the company as well as interest rate risk and may be worth less than the principal amount is sold prior to maturity. Bonds may be subject to AMT, state or local income tax depending on residence. Please consult with your tax advisor. Discount bonds may be subject to capital gains tax. Prices and availability may change at any time without notice. Insured bonds do not cover potential market loss and are subject to the claims-paying ability of the insurance company.

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