Dealing with a single firm - even one with widely varied services - can have its limitations. This is especially true with regard to fixed income. While some firms are best known for municipal bonds, others may support a more active corporate or government bond inventory. Still other firms may offer more support for investments like preferred stock. At the Lewis Financial Group, we believe it is important to support all of these areas. That is why we utilize BondDesk, an integrated fixed income trading platform available to us through Wells Fargo Advisors Financial Network. The transparency of dealer fixed income inventory we now have is an edge we can bring to better serve our clients.
Through BondDesk, we are able to access the inventories of many firms. With access to this inventory, we feel we are better able to build efficient, customized fixed income portfolios designed to meet the needs of each of our clients. The vast inventory includes:
- Treasury Bonds
- Agency Bonds
- Corporate Bonds
- Municipal Bonds
- Preferred Stocks
- Certificates of Deposit
Please contact us for more information about our current fixed income inventory.