Bond Desk
The Summit Brokerage Bond Desk is leveraged by advisors across the Summit Family. The Bond Desk offers a team of consultants who provide unbiased guidance, market expertise, fiduciary best practices, and industry-leading products, resources, and services that support your practice. We listen to where you are, where you want to go, and make it our personal goal to help you exceed expectations.
Array of Products
Brokered CDs
Corporate Bonds
Municipal Bonds
U.S. Government Securities
U.S. Agency Securities
Mortgage-Backed Securities
Structured Notes
Structured CDs
Additional Services and Expertise:
Bond Ladders
Competitive pricing
Distribution Portfolios
Ongoing Investment Ideas
Portfolio Analytics
Training
Offered Via These Platforms:
- Commission-Based
- Fee-Based