Why Investors Choose The DRL Group
We navigate complexity to help you meet your tax-free income needs
To many investors, the bond markets can appear complex and difficult to navigate.
Here are eight reasons why clients have chosen The DRL Group to help them meet their municipal and corporate bond needs for more than 30 years.
A Singular Focus on Municipal and Corporate Bonds.
Many financial professionals are “jacks-of-all-trades, masters of none.” The DRL Group has taken a different approach. We have spent decades pursuing our singular focus of helping clients find municipal bond solutions that meet their fixed income needs.
Price-Efficient Trade Execution.
As a DRL Group client, you will have access to both primary and secondary bond markets. Our ability to execute trades on both the buy and sell side of the transaction results in efficient pricing, which in most cases, may result in higher returns.
Independent.
We are not owned by a bank or an insurance company. We sell no proprietary, high commission products. We offer financial products in our clients’ best interests. Your investment funds are held at our custodian, National Financial Services, a 100%-owned subsidiary of Fidelity Investments.
Preserving Principal While Producing Income.
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.
Dealer-Level Pricing.
For investors who seek tax-exempt investment solutions, we can purchase attractive tax-free bonds at dealer-level pricing with a nominal markup. This may result in higher yields for your portfolio.
Deep Experience Navigating Major Market Fluctuations.
With more than 30 years of industry expertise, we are ready to help you adapt your bond portfolio to steer through ever-changing market conditions.
A Personalized Process.
At DRL, you’ll always talk to a professional, never a call center. We take the time to understand your needs based on your tax bracket, age, goals, and financial situation. We continuously analyze and update strategies to meet your evolving objectives for income, growth, and asset protection.
Award Winning Team.
The DRL Group has been recognized as one of Houston’s Top Wealth Managers by The National Association of Board-Certified Advisory Practices (NABCAP). We have also been featured in Fortune magazine, Marquis Who’s Who, The Wall Street Journal, Asset TV, and inducted in 2022 into the Houston Business Journal’s Leadership Trust where we remain an active contributor. Our award-winning team is here to serve you.
Talk to a member of our team about your portfolio goals
Call us at (281) 398-8600 to schedule a free consultation.