RIA Bond Desk
The RIA Bond Desk is a dependable resource for Advisors that like the freedom to source bonds outside of their custodial bond platform and want to see bond offerings from the interdealer community. It is our fixed income trading ability, operational expertise, and product knowledge that has made the RIA Bond Desk a valuable tool for Advisors in the process of bond selection and execution.
The RIA Bond Desk offers fixed income products and services to Independent Registered Investment Advisors nationwide with dedication
to personal service in every trade. We help Advisors from start to finish build their portfolios and help their business grow. The
RIA Bond Desk is dedicated to finding bonds everyday that offer best values along with a comprehensive view of the bond market. We
can highlight new strategies to assist Advisors to enhance their clients' portfolios. With many years of fixed income experience behind
us, The RIA Bond Desk can provide a better window of opportunity than the platform within the fixed income markets. We care about
our Advisor clients and their client accounts.
The RIA Bond Desk offers Municipal Bonds, Corporate Bonds, Step-up Coupon Bonds with Death Put Options, International Bonds, Structured Products, and New Issue Certificates of Deposit.
With 18 years of experience in institutional fixed income sales, operations and trading, Laura has worked independently for both large and small RIA firms and interfaced the broker dealers. Laura began her career in the discount brokerage business and pioneered the RIA BOND DESK progam wich continues to specialize today. Our team is continually helping independent RIAs with their fixed income needs and provide offerings that Advisors can depend on for value. She as been a sponsor for NAPFA and other RIA conferences in an effort to support their fiduciary role as Advisor and make available the RIA BOND DESK. She understands the challenges Advisors face in managing money and navigating the fixed income markets. She is a charter member of the South Florida Bond Traders Association. A graduate of the University of Michigan, Laura, has a Series 7 and 66 licenses and keeps state registrations to serve RIA clients.
Fixed Income Execution - Our goal is to offer competitive prices on fixed income securities that Advisors are looking to buy and sell.
Our extensive network of trading partners includes Broker/Dealers, Mutual Funds, Money Managers and Banks. This gives us the ability
to source bonds and buyers from locations that may be otherwise inaccessible to the Independent RIA.
Fixed Income Strategy and Portfolio Creation The RIA Bond Desk is a team of fixed income professionals with many years of experience
utilizing the different types of fixed income asset classes. We can assist you in developing portfolios to meet your clients' needs
through creating ladders, or hedges, and generating portfolios with cash flows to meet income needs.
Daily Offering Sheets - Our team of fixed income professionals will compile, create and distribute a daily list of fixed income securities
that are available for purchase. We include the assets and types of securities, ratings and yields that our experience has taught
us is desired by the Independent RIA. These lists can also be personalized to the specific needs of an Advisor or his clients.
Services after the Trade - The RIA Bond Desk offers you the added service of keeping an active list of the vehicles you have purchased.
After the trade we can assist in monitoring securities that have been purchased for important news stories, earnings, or material
changes that might impact them as well as the overall economic environment and how it affects the positions in your portfolios.
The best dream is to have a happy life and financial security.. Here at the RIA BOND DESK, we strive to help Advisors build a strong
and balanced financial portfolio with bonds. We hope we can do this for you, here at the RIA BOND DESK Program offered to Advisors
The RIA Bond Desk
© Copyright 2017 R.M. Stark & Co., Inc. All rights reserved