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Building diversified portfolios with fixed income solutions.
Our Fixed Income Solutions team within Concourse Financial Group Securities goes beyond traditional wealth management to support you with the tools, talent and execution to deliver customized plans based on your clients’ goals.
Three financial professionals smiling while having a conversation
Fixed Income Solutions Team
Our dedicated team offers personalized expert guidance and solutions to keep you and your clients ahead of the curve.
Meet the team
Our competitive advantage as a specialized firm.
We give you the personalized attention your business deserves, along with the cost efficiencies, in-depth analytics, products and resources that drive growth. Plus, we’re backed by Concourse Financial Group, your hub for holistic insurance and financial planning support.*
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Execution
We clear your path of obstacles and deliver results to help you take your business to the next level.
Quality of Service
We use our industry expertise as a bridge for your success and the success of your clients.
Speed
We focus on efficiency and provide timely recommendations to take advantage of the opportunities ahead.
Price
Our connections within the market give us a competitive price advantage, and we share those benefits with you.

Leading solutions and services geared toward growth.

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Investment banking products and services
  • Corporate finance
  • Underwriting of corporate bonds, notes and debentures
  • Industrial development bonds
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Municipal finance
  • Underwriting of tax-exempt bonds, notes and warrants
  • General obligation
  • Tax-backed
  • Water and sewer revenue
  • Public and private schools
  • Colleges and universities
  • Hospitals and health care organizations
  • Non-profit organizations
  • Underwriting and remarketing of variable rate securities
  • Financial advice for governmental and non-profit organizations
  • Private placements
  • Advice on interest rate hedging strategies and execution
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Distribution
When you work with us, your securities are quickly and effectively marketed to retail and institutional clients. Our experienced institutional sales and trading staff measures the market receptiveness of each transaction to ensure timely, efficient results.

Institutional branch offices include: 
• Atlanta, GA
• Birmingham, AL
• Greensboro, NC
• Milwaukee, WI
• Seattle, WA 
Expert support to keep you moving forward.

You work hard and move quickly, staying focused on building strategic relationships and meeting with clients. You don’t always have time to research, analyze and turn data into value-added knowledge. That’s where we can help.


We use our resources to define trends, understand volumes and market sentiment, and find value in the fixed income markets. Using the skills and expertise of our team, we help you evaluate and explore opportunities within your clients’ portfolios.

Advisor support products and services
  • Customized bond ladders
  • One-on-one training
  • Portfolio analysis
  • Research-driven recommendations

Locations:

Birmingham, AL | Atlanta, GA

A financial professional receiving guidance from a fixed income expert
Building customized and diversified portfolios.
We serve a wide range of clients, from institutional buyers and financial services firms to independent financial professionals. Our strength is in the relationships we build across the industry and with our clients, always mindful of our commitment to the highest ethical standards.
A financial professional showing his client her portfolio
Trading products and services
  • Asset-backed securities
  • Certificates of deposit (CDs)
  • Competitive underwriting of tax-exempt bonds
  • Corporate bonds
  • Direct U.S. government and agency bonds
  • Inflation protection products
  • Mortgage-backed securities/collateralized mortgage obligations (CMOs)
  • Municipal bonds
  • Structured investments