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First Liberties performs a variety of functions for financial institutions, specializing in trading fixed income and equity securities. Our Management Team has a combined 75+ years of experience advising and trading for institutional clients.
Our Fixed Income trading department offers years of experience in Fixed Income products. Our areas of expertise include sales and trading of Municipal Bonds, Certificates of Deposits (CDs) Structured Derivative Products and Mortgage-backed Securities, as well as CD analysis and underwriting.
Our Equity Trading department specializes in executing equity strategies for institutions and high-net-worth individuals. Representatives of First Liberties have extensive experience and access to industry leading technology.
First Liberties provides advisory services and fixed income trading execution to financial intermediaries by leveraging its extensive market knowledge and drawing on its substantial investor network. We utilize Fixed Income trading to benefit clients in a multitude of ways ranging from Risk Management to Liquidity purposes. We enable financial institutions to execute strategies that help management maximize balance sheet optimization and improve rate-risk management. We structure deals ranging from $500,000 to as large as $250 million.
The client profile of our Fixed Income trading department is mostly comprised of broker dealers, community banks, insurance companies, and specialty financial institutions.
Our Fixed Income trading department offers many capabilities and customized portfolio strategies to benefit clients. These include sales and trading of Municipal Bonds, Structured Products, Mortgage-backed Securities, and CD's as well as CD analysis and underwriting.
1. Balance Sheet Assessment
2. Funding
3. Rate-Risk Management
We provide our clients with expert advice to assist in solution development and efficient implementation of fixed income strategies.
Many financial institutions can benefit from our fixed income trading capabilities. Our clients are provided customized solutions with diligent implementation and monitoring from our experts.
To learn more about how our fixed income trading strategies can benefit you read our two case studies.
Founded on Understanding & Trust
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Specialize in trading fixed income and equity securities with a combined 40+ years of experience advising and trading for institutional clients.
Providing the design, structuring and implementation of private placement life insurance (PPLI) and private placement variable annuity (PPVA) investment vehicles for high net worth investors and family offices.