Why?

Knowledge

If you would like to maximize your income without having to micro-manage your money, you need someone like Alan.  With over 40 years of experience exclusively in bonds, he has the knowledge, ability and maturity to be the proper steward to supervise your hard earned wealth for the future.

Experience

Alan and his team have over 100 years of experience in the industry. With Alan, you can rest assured a true professional is at the helm.

“I’m not trying to make my clients rich, they’ve already done that for themselves.  I am trying to protect what they have with a quality product and a decent rate of return so they can sleep at night.”

Specialization

“There’s no way the average broker can know as much about bonds as a bond specialist.  It’s a 4-trillion dollar market.  It’s our specialization that makes us different.”

Think of it this way, if your child broke their arm, would you take them to a General Practitioner/Family Doctor or to an Orthopedist?  Investing is not very different.

Expertise

Everyone should have a forte, ours is Municipal Bonds.

It’s hard enough to keep up with what’s going on in the municipal bond marketWith nearly $4 trillion worth of municipal bonds out there, you can’t be an expert in dozens of other investment products as well.

To learn more about the role that municipal bonds can play as part of your portfolio wealth management strategy, please contact us at: 561.962.8844