Fixed Income

Our clients trust our integrity and recognize the value we can provide — direct access to the highest-quality fixed income and derivatives markets in the world.

Bonds

Our Fixed Income Specialist works with you to assess your individual situation and guide you to the right bond selections for your portfolio:

  • Help with choosing from a wide variety of fixed income investments
  • Local market knowledge and insight that’s relevant to your situation
  • Suggestions for positioning your portfolio to accommodate changing market conditions

We have access to over 40,000 bonds from multiple dealers, including new-issue municipal and corporate bonds, at the best price available to D’Arcy Wealth Management.

Our Markets include:

  • U.S. Agencies
  • U.S. Treasuries
  • Municipal Bonds
  • Structured Products
  • Preferred Securities
  • U.S. Corporate Bonds
  • Certificates of Deposit (CDs)
  • Unit Investment Trusts (UITs)
  • Asset-Backed Securities (ABS)
  • Mortgage-Backed Securities (MBS)
  • Collateralized Mortgage Obligation (CMO)

 

Preferred Stock

For most investors, a portfolio of stocks and bonds provides plenty of diversification. However, if your individual situation requires more, we provide  access to the five main types of preferred stock:

  • Cumulative
  • Participating
  • Convertible
  • Callable
  • Adjustable-rate

Preferred stock is a good alternative for risk-averse investors wanting to buy equities. In general, they are less volatile than common stock and provide a better stream of dividends. 

This table illustrates the difference between preferred stocks, common stocks, and bonds.

Feature

Preferred 

Common 

Bond

Ownership of Company

Yes

Yes

No

Voting Rights

No

Yes

No

Price of Security Is Based on

Earnings

Earnings

S&P Rating 

Dividends

Fixed

Varies

Fixed

Value if Held to Maturity

Full

Varies

Full

Order Paid if Company Defaults 

Second

Third

First