Overview  

A core competency of PDR Advisors, LLC is the ability to manage fixed income assets for institutional clients and high net worth individuals. The assets under management may be total return in nature, seeking to maximize after-tax return consistent with a prudent level of credit exposure and interest rate exposure. The assets under management may also be income-oriented in scope and design, seeking investment alternatives, which provide a high rate of current income on either a taxable or taxable equivalent / after-tax basis.

Approach       

PDR Advisors, LLC utilizes a separately managed account (SMA) structure on assets under its management. PDR Advisors, LLC offers its institutional and high net worth individuals a professionally managed portfolio constructed of individual fixed income securities.  Each client will hold clear title to all securities held in their account.  PDR Advisors, LLC does not act as custodian on any separately managed account under its supervision. All fixed income portfolios are customized to meet specific expectations and investment parameters of each client.