First Trust Institutional Capital Markets

First Trust Institutional Capital Markets is a fixed-income broker dealer engaged in trading, underwriting, sales and other value-added institutional fixed income services, including:

Portfolio Services

• Portfolio Reporting and Analysis - Reporting and analysis tools to help you better manage your fixed income accounts.

• Portfolio Strategies and Solutions - Fixed income portfolio and relative value analysis incorporating aspects of scenario, sensitivity and horizon analysis to provide recommendations consistent with clients' stated risk and return parameters.

• Fixed Income Portfolio Services - Provide customized model-based individual bond portfolios.

Transparency Tools

• Bond Price Assurance - A clearly-defined methodology for municipal and corporate bond price discovery.

• Credit Discovery Assistance - Looks beyond standard bond ratings to give a more in-depth credit analysis of municipal bonds.

Sales & Trading

• Transaction Services - A full complement of sales, trading and underwriting services supported with our proprietary Bond Price Assurance and Credit Discovery Assistance.
  

Team members average over 15 years of experience in fixed income investment markets, enabling our clients to draw from a wealth of knowledge.  We combine our market experience with ground-breaking technology to offer our clients a higher level of service and transparency in our interactions. We have built our business through pursuing open, transparent, objective relationships.  When doing business with us, our clients always know:

• Why we are making a recommendation;
• Why the price is fair and reasonable;
• Why we believe the investment is appropriate.