|
We offer a wide selection of tax free bonds, mortgage-backed securities, brokered Certificates of Deposit, U.S. Treasury and Agency Securities, corporate bonds and hybrid structured products. Our participation in certain syndicate offerings allows us to periodically offer select primary market issues to our clients.
Delta Trust Investments, Inc. offers mutual funds from industry leaders including American Funds, Franklin Funds, Federated Funds and many others. For those investors who prefer no-load funds, we also offer fee based programs.
TYPES OF BONDS
MUNICIPAL
Interest income is exempt from federal income tax, which makes these particularly appealing, they often represent investments in government projects. They are predictable with semi-annual interest pay, also they hold a history of excellent credit making them safe. There is a wide range in terms of options for municipal bond holders including investment quality, maturity and issuer.
GOVERNMENT/TREASURY
These bonds are comprised of debt securities issued by the US Treasury, they provide the lowest risk in bonds, and pay out interest every six months. An investment in these bonds is exempt from local and state tax, but not from federal tax.
CORPORATE
Issued by industrial, financial and service companies, corporate bonds offer a wide range of choices and risk. There are high risk high yield bonds as well as fixed rate capital bonds. Since these are higher risk they will most likely have higher interest payouts.
MORTGAGE BACKED
These are investments created when mortgage providers or banks sell loans to federally sponsored agency or a private institution. Only those backed through the Government National Mortgage Association are fully backed, others are not under the same obligation. Part of the return on principal is payable to investors on a monthly basis. Liquidity prices are in line with market conditions.
For more information, please contact James Alger, President of Delta Trust Investments, Inc., at
1-877-349-9333 or jalger@delta-trust.com.
Individual Securities
Bonds and Other Fixed Income Investments
Mutual Funds
Fixed and Variable Annuities
Investment Management Consultants
Fee-Based Trading Accounts
Online Trading
Asset Review |
