Bond Trader Pro – Bond Investing
Bond Trader Professional was founded to serve the needs of high net worth individuals, private equity firms, hedge funds and other income oriented institutions. Our clients seek high yielding investment alternatives that offer superior total returns and manageable risk. We cater to high net worth individuals, executing trade amounts of $50,000 or higher.
Our 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.
Our experienced assessment of the current economic indicators leads us 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.
Our Private Client Group is a part of Delray Financial Group LLC, securities offered through Kovack Securities, Inc., member FINRA/SIPC. Clients assets are held and securities are cleared through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC
We are seasoned investment professionals that bring decades of industry experience to meet your fixed income investment needs.
*Our core values*
We are devoted to providing individualized, outstanding personal service to our clients.
We recognize that each client has different investment objectives and risk tolerance.
We never carry any inventory or product.
We have access to the inventories of hundreds of dealers and offer a wide variety of investment strategies.
Our recommendations are solely motivated with your investment objectives in mind.
We provide our clients with institutional investment alternatives that “Wall Street” firms sometime save for only a few, high-end, institutional clients.
We provide our 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.
We believe that an informed client is a happy client.
See the following link for more details on Fixed Income Trading
*Account Protection*
Securities Investors Protection Corporation (“SIPC”)
Assets held in your Pershing, LLC account for investment purposes are protected by SIPC. This insurance protects your account for up to $500,000 per customer, including up to $250,000 in cash. Pershing clearing’s policy through Lloyd’s of London provides additional account coverage.
For additional security, Pershing provides coverage in excess of SIPC limits.
See the following links for more details:
Excess Account Protection
Pershing, LLC Strength and Stability
Since 1939, Pershing has been a leading provider of financial business solutions focused on the segregation, safekeeping, servicing, and reporting of client assets in their custody.
Pershing LLC’s parent company, The Bank of New York Mellon, has a capitalization of $32.4 billion, as of September 30, 2010, and $24.4 trillion in assets held under custody and
administration. Please refer to BNY Mellon’s Third Quarter 2010 Financial Results for additional information.
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 us by our contact page or
Call us toll free at 855-414-4165 or direct at 561-988-8490.
Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC