Municipal Bond Forum
Bonds that suit you
Q
I wonder, how does your firm select the bonds on your offering list? It does not seem to be very large or comprehensive. Do you offer these bonds based on their qualities?
A
James A. Klotz responds:
When viewing our online inventory, you should know that we own all the bonds we sell, which means we extensively research them prior to offering them for sale. Our offerings are predicated on suitability, so we can confidently recommend our bonds to individual investors.
This is a very important point because the majority of brokers displaying bonds online are invariably offering merchandise owned by other dealers. Consequently, they are not able to answer questions regarding the various nuances of any particular security, which is of vital importance to prospective buyers.
Not every item we own makes it to the online inventory. Clients contact our bond specialists every day looking for certain bonds that suit their particular needs, and we invite you to do the same.
Start here.
Do you have specific criteria for bonds you’re looking for? Let us know and we’ll e-mail you bonds that fit your needs. There is no charge for this service.
The responses provided in this forum are meant to address specific questions posed by investors about their municipal bonds and to provide market insight for our general audience. Please note, your investments, objectives, results and experience may differ significantly. Our answers and any potential strategies discussed should not be construed as a solicitation to buy nor sell any security or investment product. All investing entails risk.