Bespoke Solutions for Registered Investment Advisors
First Southern prides itself in providing clients with much more than just timely trade executions. We strive for a highly communicative relationship with each client as we construct high touch portfolios in a holistic manner. We offer personalized fixed income portfolio solutions for each underlying managed account. Current and incoming RIA portfolios are triaged and analyzed in order to initiate or resume the optimum credit-quality, duration and income balance. Furthermore, we assist we the post portfolio construction monitoring of holdings. As an extension of our services, we perform frequent portfolio “credit scrubs” on current holdings in order to keep the advisor(s) abreast of situations in both the credit and equity markets. Our services allow the individual RIAs to focus their efforts on expanding their practices and growing their business without increasing their overhead. First Southern works with most major custodians that serve RIA professionals via prime broker and trade-away settlement.