Investment Banking | Public Finance | Capital Markets

First Trust Investment Banking

First Trust Portfolios L.P. ("First Trust") is a regional broker dealer, headquartered in Wheaton, Illinois, a western suburb of Chicago. The firm was founded in 1991, and with its affiliates has grown to over 400 employees who assist customers with their financing and investing needs. First Trust is a recognized leader in providing innovative financial products and services to the marketplace.

Institutional Capital Markets is engaged in fixed income sales and trading as well as other value-added fixed income services. We sell taxable and tax-exempt securities nationwide utilizing relationships we have established with our network of contacts, including life and casualty insurance companies, commercial banks, trust departments, asset managers and other institutions. Our commitment to our clients is that they will always know:
  - Why we are making a recommendation;
  - Why the price is fair and reasonable;
  - Why we believe the investment is appropriate.

Public Finance has significant experience with counties, municipalities, forest preserves, schools, parks, sanitary districts, public building commissions and libraries. We consistently add value to our customers through idea generation, competitive interest rates and exceptional service. We listen and collaborate with our customers throughout the financial planning process to provide valuable, customized structuring ideas that allow our clients to realize their financial goals.

Our goal is straightforward - to listen to our clients’ needs and find the correct investment or financing solutions. In the end, we believe that you want a partner that maximizes the value of your relationship, your time and your trust. First Trust wants to be that partner.