About Us
We sell research to institutional clients.
We sell Municipal and Corporate issuer credit risk research.
We also manage two partner seeded private funds for information purposes using our research; a liquidity fund and a multi-asset fund.
We sell our proprietary fund’s growth and inflation multi-asset strategy as a model portfolio.
The Team possesses significant experience in valuation, risk assessment, structuring, underwriting, securitization, investment management, research and trading in multiple asset classes within the Fixed Income Markets with a core competency in Fixed Income Credit and Structured Finance.
The Team has worked in various capacities at multiple firms including but not limited to: Columbia Management, Putnam, CAXTON, APAM, Hartford Financial Services Group, Fitch, Morgan Stanley, Sovereign Bank, Banco Santander, and State Street Bank.
The Team members collectively possess several certifications and designations such as CFA, MBA, JD and FINRA securities registration investment advisor representative.