Broker/Dealer Services
YieldQuest Securities, LLC specializes in fixed-income trading and portfolio management services for registered investment advisors. Advisors may utilize our strategies and services by trading away from their custodian in a delivery-vs-payment (DVP) transactional model – or what we refer to as “private accounts”. Advisors work with YieldQuest Securities’ private accounts in three main ways:
- Utilizing our bond desk for individual fixed-income trading, including municipal bonds, and the entire spectrum of taxable fixed-income including treasuries, agencies, corporate bonds, mortgage-backed & CMOs, taxable municipals, bank CD’s, and more.
- YieldQuest fixed-income strategies, which includes customized portfolios structured around our model fixed-income portfolios consisting of individual bonds, ETF’s, and other securities. We also have additional overlays such as duration positioning, credit quality profile, etc.
- Equity portfolio management services, which incorporates a sector rotation / ETF approach.
We have structured our business models so that advisors and institutions may utilize our services in whatever logistical way makes the most sense for their firm and their clients. Whether that is through the private account model of YieldQuest Securities, mutual funds through YieldQuest Funds, or separate accounts through YieldQuest Advisors, there is a convenient and cost-effective way for you to access YieldQuest ideas and services.