Fixed income for everyone.
Taxable Income
Products
Corporate Bonds
A corporate bond is a debt security issued by a corporation to borrow money. They often, but not always, carry a credit rating, from AAA down to D (defaulted). Bonds rated from BBB up to AAA are considered “investment grade” while bonds below BBB are referred to as “high yield” or “junk” bonds. Higher credit quality typically means a lower yield, as investors will accept a lower return for less risk. Maturity dates can range from 3 months to 30 years, with 10 year and 30 year bonds most common.
Preferred Stocks
Preferred stocks are a hybrid security. They share some features with common stock and some with corporate bonds. They are equity on a firm’s balance sheet, as are common stocks, but they have a higher priority claim on dividends than common. They generally pay a fixed dividend rate, similar to a bond, but they rank below bonds in priority. Many preferred stocks offer tax advantages such as QDI (qualified dividend income) and other benefits.
Customer-Centric Mindset
Our financial professionals seek to listen and understand our clients evolving needs and deliver a positive experience at every stage of their journey with us. To that end, we understand no two individual investors are the same. Whether you’re a high-net-worth investor looking to leverage fixed income capital markets pricing or an individual needing to grow and diversify your investment accounts, our financial products and services are designed to fit your specific investment needs.
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