Bond Trader Professional Advisor was founded to serve the needs of high net worth individuals, private equity firms, hedge funds and other income oriented institutions. My clients seek high yielding investment alternatives that offer superior total returns and manageable risk. I cater to high net worth individuals, executing trade amounts of $50,000 or higher.
My clientele often share several characteristics:
They are experienced and sophisticated in investing. They are focused on achieving attractive, after-tax, total returns with manageable risk.
They are weary of the ups and downs of the equity markets.
They are tired of being ignored by their broker.
They are tired of being “pitched” product and inventory.
My experienced assessment of the current economic indicators leads me to conclude that the high yield investment sector may continue to outperform the equity markets for the savvy, income-oriented investor. Above average returns may be possible for the investor who is guided by our investment professionals.
My Private Client services is a part of Newbridge Securities Corporation, a full service broker/dealer.
I am a seasoned investment professional that brings decades of industry experience to meet your fixed income investment needs. My core values include:
I am devoted to providing individualized, outstanding personal service to my clients. I recognize that each client has different investment objectives and risk tolerance.
I have access to the inventories of hundreds of dealers and offer a wide variety of investment strategies. My recommendations are solely motivated with your investment objectives in mind.
I provide my clients with real time visibility to thousands of fixed-income offerings, including corporate and municipal bonds that often escape the attention of the individual investor.
I believe that an informed client is a happy client.
Newbridge Securities Corporation clears its securities transactions on a fully disclosed basis through Legent Clearing LLC..
Assets held in your Legent Clearing LLC account for investment purposes are protected by SIPC protects your account for up to $500,000 per customer, including up to $100,000 in cash. Legent Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $900,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1 million for cash balances. This coverage does not protect against loss of market value of securities.
An explanatory brochure is available upon request or at www.sipc.org. SIPC does not protect against market risk, which is the risk inherent in a fluctuating market.
For a consultation regarding your fixed-income investment needs, or for current bids or offerings on specific bonds please contact me by my contact page, or calling the desk direct at 954-689-6891 or Toll Free at 877-447-9625
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Account Types Include: 1 - Individual & Joint Accounts. 2 - Corporate Accounts, In House, Prime Brokerage or DVP (Delivery vs Payment). 3 - LLCs 4 - Trust Accounts. 5 - Ira's and Pension Plans, 401k's, and More:
