As all advisors know fixed income is an integral part of a client portfolio. The fixed income departments of our custodians are experienced in facilitating trades. Fixed income trading is fully accessible online. The following products are available:

  • US Treasury Bills, Notes and Bonds
  • Tax Free and Taxable Municipal Bonds
  • US Treasury Strips
  • US Agency Bonds and Discount Notes
  • Certificates of Deposit
  • Zero Coupon Bonds
  • Unit Investment Trusts
  • Mortgage-Backed Securities
  • Convertible Bonds
  • Foreign Bonds
  • Commercial Paper
  • Newly Issued Fixed Income Securities

Advisors who desire to outsource their fixed income allocations have several choices. They may use a Separate Account Manager via the custodial platforms or advisors may benefit from the knowledge of Fixed Income Securities. FIS, located in Colorado, specializes in creating bond portfolios for independent advisors. FIS offers analytical support and services including assistance in portfolio analysis and tune-ups, client-ready presentations, fixed income strategies, swaps, ladders and bids.




Call Us at 800-607-3340

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Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2010 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Fidelity, TradePMR, Sterne, Agee, & Leach and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies wholly owned subsidiaries of Keeler Financial Services Holdings LLC.