Many financial professionals agree that fixed income has its place in almost every portfolio. The difficulty is in the delivery. Fixed Income Securities, LP is a specialty dealer that concentrates exclusively in fixed income products and investment strategies. They add value to a financial advisors’ business by acting as a one-stop resource for the following offerings:

Municipal & corporate bonds
CMOs
Zero-Coupon bonds
US Treasury & Agency Issues
UITs
CDs
Structured Product
1-Year Revertible Notes

ePLANNING offers a team of FIS specialists to insure personal and prompt attention to all our representatives so they can satisfy their client’s fixed income needs. They provide many services including competitive bidding, portfolio construction, and analysis at no extra charge. In the bond business attractive issues require decisive action in order to capitalize on yield. Therefore, FIS commits large amounts of its own capital to establish an attractive inventory to provide representatives with competitive offerings, yields, and quality names. They even work with you on determining the appropriate mark-up on the bond pricing to allow you to deliver real value to your clients while retaining your market competitiveness and profitability.

They provide:
Client-ready presentations
Unlimited assistance in bids, offers, swaps, ladders and barbells
Ability to View over 350 b/d’s live bond offerings at any time
Index Modeling (compares a portfolio to the Lehman Brother’s Indices)
Analytics such as Duration, Quality, Stress & Overview
Uniform Competitive Pricing
Training in products and strategies

Fixed Income Securities
www.fisbonds.com
7220 Trade Street, Ste. 310, San Diego, CA 92121
Phone: 800-347-5128
Fax: 858-547-7755
Contact: Phil Pomella, Vice-President of FIS
E-mail: apomella@fisbonds.com