Fixed Income

With little fanfare and much hard work, we've built a solid foundation in the securities and investment industry.

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Finance 500 Fixed Income Department

For nearly 20 years the Finance 500 Fixed Income Department has specialized in institutional underwriting, sales and trading of fixed income products. Because we are in the forefront of creating income products with our underwriting team, we offer our clients exceptional investments and excellent end-to-end service. Our Fixed Income Trading Team works closely with each institutional client to ensure that their income and risk tolerance requirements conform to specific portfolio objectives. The Department has over 20 trained professionals in-house, each one dedicated to satisfying the investment needs of our clientele. Our representatives are thoroughly competent in servicing their client’s portfolios, and knowledgeable about the research and due diligence necessary to ensure both the safety (i.e., preservation of principal) and the liquidity which are necessary to deliver an attractive return on investment. Although we do not provide legal or accounting counsel, Finance 500 representatives are licensed and trained in Federal Securities Laws, banking regulations, state trading requirements and general rules for public sector clients.

Who We Serve

  • Banks
  • Credit Unions
  • Municipalities
  • Pension Funds
  • Trust Companies
  • Non Profits
  • School Districts
  • And Other Institutional Clients

FDIC-Insured CD and Bond Portfolios

Finance 500 is a leader in the FDIC insured CD market, and a primary underwriter of CDs. Our underwriters have access to the highest interest rates available each day in the national market place, and can in turn offer investing institutions access to a broad spectrum of FDIC-insured CD products. We work with our issuing banks to customize the structure and terms of CD investments, building a personalized CD and bond portfolio for each client. Using a blend of FDIC-insured CDs and bond issuances, we can place out your excess funds and build a prudent fixed income portfolio, maximizing return on investment and safety of principal. In addition to being a primary underwriter of FDIC insured Certificates of Deposit, we have access to all issues printed from other primary broker dealers in the market each day. This provides our investors superior opportunities and access to a myriad of available products. We offer timely execution and quality customer service on the following fixed-income products:

  • FDIC Insured Certificates of Deposit
  • Government Securities
  • Corporate Notes and Bonds
  • Municipal Bonds
  • Mortgage Backed Securities

No Fees, No Hidden Costs

Clients of Finance 500 pay no fees for our support services which include:

  • Portfolio Management & Advice
  • Statements
  • Incoming and Outgoing Wires
  • Interest Checks

Click Here To contact an Underwriter of Certificates of Deposit and learn more about the issuing process.