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Product Literature

Product Demos

Technology Demos

Fixed Income

Overview
Competitive Offerings
Demo Fixed Income Securities
Demo Advisor’s Asset Management
Portfolio Construction and Analysis
Experienced Fixed Income Trading Desk
Comprehensive Sales and Marketing Support
Ongoing Education

 

Overview

Legent has joined with Fixed Income Securities, LP (FIS) to provide customized income and portfolio solutions for financial professionals. FIS specializes in providing innovative products, portfolio analysis and customized investment strategies.

FIS Press Releases

• Fixed Income Securities LP forms financial products distribution agreement with Merrill Lynch
• Fixed Income Securities (FIS) to distribute reverse convertible products for Credit Suisse

Demo the Fixed Income Securities web site

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Demo the Advisor’s Asset Management website

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Competitive Offerings

As an institutional broker/dealer, FIS provides advisors with a wide range of competitively priced offerings that can be readily accessed through our propriety website. FIS’ website gives you direct access to more than 20,000 daily offerings from some of the country’s largest dealers, as well as FIS’ internal inventory:

• Certificates of Deposits
• Municipal Bonds
• Closed-End Funds
• Preferred Stocks
• Convertible Bonds
• Structured Products
• Corporate Bonds
• US Treasury
• Core Notes
• Taxable and Tax Exempt Cash Markets
• Exchange-Traded Funds
• Unit Investment Trusts
• Government Agency
• Zero-Coupon Bonds
• Mortgage-Backed Securities
• Exclusive, Brand Name Offerings

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Portfolio Construction and Analysis

• FIS has a fully staffed team of expert analysts that can provide you with superior portfolio support.
• Portfolio construction and reviews
• Index modeling, duration analysis, market analysis, credit quality analysis, and swaps
• Private-labeled client reports
• Premier research and economic analysis
• Proprietary research and timely market commentary
• Privately Management Money (PMM) advisory and sub-advisory services offered by FIS’ Advisor’s
• Asset Management division

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Experienced Fixed Income Trading Desk

An experienced team of taxable and municipal traders work closely with you through your FIS service team to bring you competitive offerings, providing you with simple and efficient trading support including assistance with bids and offers.

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Comprehensive Sales and
Marketing Support

Dedicated FIS Service Team and Regional Relationship Managers are at your disposal to assist with ongoing education and sales support. Sales literature, timely articles, client presentations, and much more are readily available and can be tailored to your firm’s individual sales needs.

Ongoing Education

Training and education is the new battleground for advisors that want to differentiate themselves. How does FIS meet this need?

• Individual sales support via your highly trained FIS service team
• Educational marketing support including, online training modules, brochures, articles, etc.
• Interactive website customized for Legent correspondents: http://legentclearing.fisbonds.com
• FIS University - intense training course for licensed professionals that want to stay at the forefront of the financial industry

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