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Portfolio Analytics
We have the analytical tools to help Advisers meet their client’s objectives.
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D.A. Davidson's institutional fixed income sales group has the knowledge to help you evaluate existing portfolios and assist you in new portfolio construction. D.A. Davidson can help you:
- Define and enhance the client's objectives
- Make suggestions designed to help optimize your clients' portfolios
- Provide current economic and general market commentary
- Integrate asset classes to mitigate volatility
- Benchmark to appropriate indices
- Create customized portfolios, including:
- Ladders
- Barbells
- Taxable or Tax-free model portfolios
- Swaps - such as, credit, gain/loss, duration and others
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