Our Team
It’s Not What We Do That Makes Us Different, It’s How We Do It.
Helpful and responsive, we prefer to go above and beyond what is expected of us to deliver you and your clients an exceptional experience.
Act In the Best Interest of Others
Ultimately, we’re here to help you find what you’re looking for. We’ll evaluate your needs and, in turn, provide customized investment guidelines and portfolio solutions.
Listen First, Advise Second
Our firm was built on the idea of persevering and following through with every task ahead - no matter how big or small - no matter how difficult. We don’t give up until the job is done.
Do What It Takes to Serve Clients
We always want to connect with industry partners and we have a thirst for knowledge, and we aim to keep you well-educated and informed on the markets. We’re not satisfied with simply not knowing, we’re answer-seekers.
Continuously Collaborate & Stay Curious
Meet Our Team
Stemming from NYC-based mortgage REIT, Annaly Capital Management, our founding partners, Jim Fortescue and Kristopher Konrad, brought nearly 40 years of combined experience together to found our firm in 2015. Together, they built a well-rounded team of experienced industry professionals from Annaly and a fixed income team from HSBC Private Bank Americas in an effort to allow the individual investor to have access to the institutional bond market in a customized manner.
Today, we provide RIAs premium access to a broad spectrum of fixed income assets including government-backed securities, corporate bonds and municipal bonds.
