Brownstone Investment Group has announced a major expansion of its services specifically for Registered Investment Advisors (RIAs).
Brownstone’s enhanced Advisor Services unit is fully integrated into the firm’s already significant presence in the fixed income marketplace. It will provide RIAs with access to a vast selection of fixed income products, including high yield, investment grade, distressed corporates as well as emerging markets and municipal securities.
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RIAs can now gain immediate market information and transparent access to bids and offers via its new, unique web-based portal, Brownstone DIAL (Direct Independent Advisors Link).
Douglas Lowey, CEO, Brownstone, said: "Using our innovative, proprietary technologies, Brownstone DIAL will give the RIA a comprehensive view of thousands of fixed income products. This opens the market to the RIA enabling him or her to get accurate and current information at their fingertips, something that was available previously only through expensive, subscription-based institutional tools."
Brownstone’s Advisor Services will be led by longtime employee and senior salesperson, Bohn Vergari, who has more than ten years of experience providing excellent service to the RIA community.
Lowey said: "Bohn’s understanding of the fixed income needs of an RIA makes him uniquely qualified to lead this effort for Brownstone."
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By GlobalDataBrownstone DIAL is one facet of Brownstone’s enhanced services to the RIA community. The firm will also expand its RIA-focused relationship team, produce daily market commentary and add a portfolio evaluation component to its offering in the near future.
