David Loesch

David Loesch Email and Phone Number

Owner The DRL Group - Fixed Income Money Manager and Trader @ The DRL Group
Houston, TX, US
David Loesch's Location
Greater Houston, United States, United States
About David Loesch

I have specialized in fixed income trading for the last 32 years, covering all areas of the bond markets. The DRL Group primarily trades A rated or higher MUNI bonds which most will be insured, while constantly collaborating with other dealers in the marketplace bidding on issues and making markets in certain securities. I not only deal with the large institutional accounts on fixed income transactions but also have a large high net worth client base which gives good insight on what the markets are looking for and how the retail world looks at current events in addition to how it impacts them on a personal level. I have tailored my trading styles to meet each individualized account, making sure that the client's investment objectives are met. I have a strong “philosophy” on trading fixed income, all clients are different, and have different risk tolerances and beliefs, I strive to match those up in order to “build” a fixed income portfolio in order to best serve the client’s needs and objectives. I am also the Principal in the office, overseeing the day to day activities of the office that meets the client's objectives and goals, as well as maintaining compliance in the workplace. Securities are offered through NewEdge Securities, Inc., a registered Broker Dealer, Member FINRA/SIPC. The DRL Group is not a registered entity or a subsidiary or control affiliate of NewEdge Securities, Inc. Neither NewEdge Securities, Inc. nor The DRL Group provide tax or legal advice.Posted comments may not be those of NewEdge Securities, Inc. or The DRL Group. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Any third party links or websites are provided for informational purposes only. Neither The DRL Group nor NewEdge Securities, Inc., is not responsible for the accuracy of third-party sites. Content, comments, or services mentioned in third-party links or sites should not be considered an endorsement.

David Loesch's Current Company Details
The DRL Group

The Drl Group

View
Owner The DRL Group - Fixed Income Money Manager and Trader
Houston, TX, US
Website:
drlgroup.net
Employees:
11
David Loesch Work Experience Details
  • The Drl Group
    Owner The Drl Group - Fixed Income Money Manager And Trader
    The Drl Group
    Houston, Tx, Us
  • The Drl Group
    Owner The Drl Group - Fixed Income Money Manager/Trader
    The Drl Group Aug 1994 - Present
    Katy, Texas, Us
    At the DRL Group, we specialize in helping high-net-worth investors maximize tax-free returns by proactively maintaining their custom bond portfolios through all market conditions. We maintain a performance-oriented culture, always adhering to clear and consistent investment practices in relation to Fixed Income Securities. The group is committed to rigorous fundamental research, with a focus on constant awareness of current fixed-income market trends, pricing structures, and credit enhancements. We maintain sound relationships with other Broker-Dealers, which result in best execution for our clients—the cornerstone of The DRL Group's investment philosophy.While our clients ultimately make the final decisions for their individual portfolios, they work closely with The DRL Group's team, which includes sales and back office professionals as well as fixed income traders. We engage in a dynamic process of conveying and debating various investment strategies that meet our clients’ objectives.This investment process prizes intellectual rigor, while leveraging the knowledge and skills of the DRL Group, and of course, the client. Our entire staff works as a group to provide fast, efficient and personalized service to each and every client. We strive to make every transaction a positive and profitable experience for our clients, while always maintaining regulatory and compliance standards.Our team approach recognizes that individual accountability of each DRL Group associate combined with close client collaboration, is the foundation of success. The DRL Group believes that to meet our clients’ financial needs consistently, we must:-Understand each client’s investment objectives, risk tolerance, and time horizon-Draw on our broad-based market research and experience to deliver results-Invest with specialization at every level (meaning focusing on the “bid” side of the markets to deliver better execution, resulting in a higher rate of return)

David Loesch Skills

Fixed Income Investments Securities Portfolio Management Trading Bonds Series 7 Equities Asset Management Alternative Investments Bloomberg Mutual Funds Hedge Funds Wealth Management Trading Systems Series 63 Investment Advisory Options Capital Markets Finance Trading Strategies Proprietary Trading Retirement Planning Finra Investment Management Derivatives Wealth Management Services Standards Compliance Client Counseling Equity Trading Series 24 Asset Allocation Investment Strategies Financial Markets Client Development Client Education Etfs Uniform Combined State Law Fx Options

David Loesch Education Details

  • University Of Houston
    University Of Houston
    General

Frequently Asked Questions about David Loesch

What company does David Loesch work for?

David Loesch works for The Drl Group

What is David Loesch's role at the current company?

David Loesch's current role is Owner The DRL Group - Fixed Income Money Manager and Trader.

What is David Loesch's email address?

David Loesch's email address is dl****@****oup.net

What is David Loesch's direct phone number?

David Loesch's direct phone number is +171350*****

What schools did David Loesch attend?

David Loesch attended University Of Houston.

What are some of David Loesch's interests?

David Loesch has interest in Have Two Children, Social Services, Children, The International Committee, Economic Empowerment, Watching My Son Compete In Sports, Environment, Education, Traveling To Historical Sites, Poverty Alleviation.

What skills is David Loesch known for?

David Loesch has skills like Fixed Income, Investments, Securities, Portfolio Management, Trading, Bonds, Series 7, Equities, Asset Management, Alternative Investments, Bloomberg, Mutual Funds.

Who are David Loesch's colleagues?

David Loesch's colleagues are Luke Vrijland, Darrin Loesch, Sara Manning-Bracho, Tracy Hinton, Alexandria Ornelas, Octavio Tovar.

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