Our Focus on Muni and Corporate Bonds
We are 100% Committed to Your Fixed-Income Portfolio
The DRL Group helps high-net-worth investors maximize tax-free returns by proactively maintaining their custom bond portfolios through all market conditions.
We trade both Municipal and Corporate Bonds
Approximately 80% of our transactions are in the tax-exempt sector with 80% falling under the insured category. The other 20% of our business comes from Corporate Bond transactions with 50% of these being in High Yield Corporates.
Our goal is to tailor your portfolio to meet your desired rate of return based on market conditions.
We focus mainly on the bid side of the market and then pass along the savings (resulting in higher yield) to you.
Our extensive market connectivity allows us to present a wide array of bonds in all 50 states that may meet your financial objectives.
Focusing on your portfolio
Our specialty is acquiring bonds from dealers and then allocating them into retail accounts. We look for the perfect match (requested credit quality, yield, duration, and amount) within our client base for each bond. In our personalized analysis of your bond portfolio requirements, we consider many options that exist in the municipal world to either create a new portfolio—or add to your existing one—by replacing bonds that have been called or matured.
As bond portfolio specialists, we do more than buy and sell bonds. We actively research latest opportunities and continuously monitor the markets for potential impacts on the performance of your bonds. Count on close communication with our team as we monitor your bond portfolio.
How we earn our compensation
We earn a nominal markup on bonds you purchase from The DRL Group. We do not charge a management fee on your assets or broker commissions on transactions as we are the actual “desk” that interacts with The Street. We are confident we can offer you municipal products at better pricing, resulting in higher yields.
Ultimately, our objective is to keep your money working tax-free while you continue running your businesses, focusing on your career, or just enjoying retirement.
Talk to a member of our team about your portfolio goals
Call us at (281) 398-8600 to schedule a free consultation.