How Dopkins Wealth's fixed income offering is different

Posted by The Dopkins Wealth Team

Jan 26, 2016 8:00:00 PM

Dopkins Wealth Management is a member of the BAM Alliance, a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.  Our clients benefit in many ways through this alliance, including many fixed income advantages. The following outlines some of these benefits to fixed income investors.  

Dopkins, through the BAM Alliance, works with BAM’s Fixed Income department, a team of dedicated fixed income advisors who help provide customized investment solutions for Dopkins’ clients. BAM’s Fixed Income Desk evaluates new assets and portfolios, constructs bond ladders and monitors bond positions for credit quality changes. The desk manages more than $8 billion in bonds and bond funds and trades $2 billion in market value a year. We want to share some key differentiators between Dopkins and BAM’s Fixed Income offering compared with the traditional broker-dealer model.

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Topics: fixed income, bonds, municipal bonds, registered investment advisor, ria, investment advisors act

Hidden costs in municipal bonds

Posted by The Dopkins Wealth Team

Jan 29, 2015 7:30:00 AM

Q: Are you aware of the hidden costs in municipal bonds?

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Topics: variable interest entity, municipal bonds, muni bonds, general obligation bond, revenue bond, registered investment advisor, markups on bonds

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