DRL Group clients have access to both the primary and secondary bond markets. This provides you with efficient pricing because we can execute trades on both the buy and sell side of the transaction, which in most cases, could result in higher returns.
Our team of professionals is focused on providing fixed-income solutions to produce a stable income stream—and help protect principal value. We create customized bond portfolios to preserve capital and minimize risk, while maximizing client returns in unpredictable market environments.
Our clients are interested in shielding their investment income from taxes. For investors who want tax-exempt investment solutions, we can purchase at dealer level pricing, with a nominal mark up on attractive tax-free bonds. This results in higher yields for our clientele.
With over 70 years of collective industry expertise, we have been through significant ups and downs of the economy and the market. We have extensive experience adapting our clients’ portfolios to ever-changing market conditions. We will do the same for you
All clients receive the personal attention they deserve. We take the time to understand each client’s needs based on their tax bracket, age, goals, and financial situation. We continuously analyze and update strategies to meet our clients’ evolving individual objectives for income, growth, and asset protection. And, our clients deal directly with the owners of the firm—not junior advisors or a call center. We know our clients’ time is extremely valuable, so when a client calls, we pick up the phone. You can always expect good, old-fashioned service.
The DRL Group has been consistently recognized as one of Houston's Top Wealth Managers by The National Association of Board-Certified Advisory Practices (NABCAP). We have also been showcased as one of the Best Businesses of Katy, TX, for 2013-2021, featured in Fortune magazine, Marquis Who's Who, The Wall Street Journal, Asset TV, and inducted into the Houston Business Journal's Leadership Trust in 2022. You'll be taken care of by an award-winning team.
Since we are not owned by a bank or an insurance company, we sell no proprietary, high commission products. Instead, the financial products we do offer are dependent on what’s in the best interest of our clients. Your investment funds are held at our custodian, National Financial Services, a 100%-owned subsidiary of Fidelity Investments.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities are offered through NewEdge Securities, Inc., a registered Broker Dealer, Member FINRA & SIPC. The DRL Group is not a registered entity or a subsidiary or control affiliate of SIPC. The DRL Group is not a registered entity or a subsidiary or control affiliate of NewEdge Securities, Inc. We currently have individuals licensed to offer securities in the states of: AL, AR, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MI, MS, NC, NJ, NM, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI. This is not an offer to sell securities in any other state or jurisdiction. DRL Group and NewEdge Securities, Inc. are not affiliated with FMG.
Bonds are subject to market and credit risk of the company as well as interest rate risk and may be worth less than the principal amount is sold prior to maturity. Bonds may be subject to AMT, state, or local income tax depending on residence. Please consult with your tax advisor. Discount bonds may be subject to capital gains tax. Prices and availability may change at any time without notice. Insured bonds do not cover potential market loss and are subject to the claims-paying ability of the insurance company.