SecureVest’s Institutional Group is a leader in facilitating fixed income transactions for middle market Institutional customers.  Our extensive street contacts, including all the major investment banks and secondary market participants, provide our clients with significant buy and sell side liquidity across an array of asset classes.

SecureVest’s Investment Advisor Group specifically caters to the investment needs of the RIA community.  Our teams consist of seasoned veterans who understand unique trading strategies with a focus in total return and relative value opportunities.

We understand advisors work in many different capacities. Our goal is to simplify fixed income as much as possible for our customers and be a resource within an opaque market. We provide quality offerings to our client base that fits specific parameters for the end client. Our traders continuously scour the secondary market to find value within the parameters provided to us — Once we obtain buying parameters, our trading and sales representatives will take care of the rest. We realize there is no “cookie cutter” approach to investment advisory, so we tailor each inquiry to specifically meet the needs of each end client.

Honesty, integrity, and transparency are our main values.

SecureVest Financial Group

866 709 8403

561 948 6850

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