Global Excellence 2020

220 Acquisition International - Global Excellence 2020 16 Acquisit on International - Issue 1 2020 Nov19420 Performance Focused for Client Gain If you already are an investor in municipal or corporate debt, or if you are considering starting to invest in these asset classes, The DRL Group are perfectly poised to provide any assistance you might need. Treating all clients with the personal attention they need, we take a closer look at the DRL Group to find out what these fixed-income specialists can offer. pecializing exclusively in the bond market, the DRL Group focus solely on providing tax-free income products and the management of tax-deferred accounts through the utilization of high-quality municipal and corporate bonds. The use of proprietary, state-of-the- art technology means that clients have access to both primary and secondary bond markets, creating the ability to execute trades on both the buy and sell side of the transaction to enable efficient pricing. Doing this work since 1994 has allowed the DRL Group to develop trust with its clients. The experienced team are dedicated to providing fixed-income solutions to produce a stable income stream, in order to protect principal value. They do this by creating customized bond portfolios to preserve capital and minimize risk, while maximizing client returns in unpredictable market environments. With extensive experience at adapting to fluctuating markets, there are none finer at altering a portfolio to changing conditions. Client focus is first and foremost in the priorities of the DRL Group, orientating itself to get the best possible performance on their behalf. This means taking the time taken to understand what a client needs based on their tax bracket, age, goals and financial situation. By continually analyzing and updating strategies to meet clients evolving objectives, the DRL Group offers security to clients that it will continually offer the best service. By dealing directly with the owners of the firm, clients are assured that their time is not being wasted and they are receiving the best advice possible. S Through its adherence to clear and consistent investment practices, the DRL Group is committed to rigorous research, with a focus on constant awareness of fixed-income market trends, pricing structures and credit enhancements. While clients make the ultimate choice for their portfolios, this decision is reached through working closely alongside the DRL Group’s team, including sales and back office professionals as well as fixed-income traders. The entire staff works collaboratively to provide efficient and effective service to every client and are the backbone of the group. Without their assistance in putting decisions into practice, it would be impossible to service the over 500 strong client-base. This strong and loyal team are committed to intellectual rigor above all. The investment process leverages the knowledge and skills of the DRL Group and client to reach the best decision for all concerned. In terms of clients served by the DRL Group, High Net Worth clients typically bring investable assets of 10 million or more. These clients are often business owners, CEOs of major companies or those who have sold a company they founded. More than any other, this industry is heavily affected and challenged by monetary policy, the China trade issues and the American election campaigns in 2020. Indeed, the latter could well affect all of the above. Managing Fixed Income securities will be tied to rate moves by the FED and the impact tariffs might have on the economy. These two factors are the most threatening to the markets that the DRL Group deal with. Looking forward, the aim is to continue adding clients to the already successful list they focus on, while performing in the High Grade Fixed Income securities asset class. For those looking to find a company that will look out for their investments policy, there’re very few organisations more suited to the task than the DRL Group. Putting performance first in the name of their clients, the talented team manage multiple assets to get the maximum return out of what is on offer. Contact: Jennifer Walsh Web Address: www.drlgroup.net Telephone: 001 281 398 8600 “...the DRL Group offers security to clients that it will continually offer the best service. By dealing directly with the owners of the firm, clients are assured that their time is not being wasted and they are receiving the best advice possible.” Best Fixed Income Investment Specialists, 2020 – Texas