Institutional Credit Insight for Advisory Firms
Research-driven fixed income frameworks that help RIAs improve client conversations and attract new AUM.
The Problem We Help Solve
Market volatility, emerging credit asset classes and ongoing product innovations have unintentionally made fixed income more complex, especially for busy advisors.
Many advisory firms face similar challenges:
Reliance on Fixed Income ETFs
Limited internal credit resources
Inconsistent approach to duration and credit
Difficulty explaining bonds vs CDs, Annuities or Alts
Hesitation to grow bond allocations without support
We think RIAs deserve more.
RIA Credit Partners provides credit research and advisory support to advisors. We help RIAs enhance their capabilities to create tailored income portfolios for their clients by providing institutional credit insights without engaging with your clients at the portfolio level. We support your credit needs while you focus on your clients.
Potential benefits from enhanced credit capabilities could include:
Improved conversations with clients around income portfolios and fixed income
Ability to select individual bonds that are customized to client liquidity and income needs
More disciplined and consistent approach to income frameworks and trade-offs across clients
Enhanced client trust and deeper communication that flows naturally from building more tailored income portfolios
Well positioned to develop a competitive advantage vs other advisors, supporting client acquisition and asset gathering