Category: Brokerages. Country: United States (USA).
Individual Investors are unique. The automobiles they drive are representative of their lifestyle. The place they live is reflective of their personal style and taste. Most certainly their investment portfolio is unique to their specific goals. For this very reason, more and more investors are searching for a familiar investment that will reflect their needs and ultimately help them attain their goals. LaSalle Direct Access Notes may be the solution. DANs are specifically designed to allow individual investors the ability to purchase original issue bonds of U.S. corporations (including Government Sponsored Enterprises) through the broker-dealer community. DANs provide flexibility by offering investors a variety of coupon payments and maturity options that simplify the investment process. DANs are a revolutionary investment approach intended to gain direct access to this market segment and can be a useful tool in the creation of a stable, diversified portfolio. DANs offer many advantages that simplify and streamline the investment process: Well Recognized Issuers. Investors are likely to be very familiar with the DANs issuers. DANs issuers are generally large, well-established corporations with proven track records and household name recognition. Easy to Understand. DANs are available to the individual investor usually at par ($1,000 per bond). DANs trade and settle on a regular-way basis, with no accrued-interest. This convention allows the investor to know the coupon and cost on the investment prior to the purchase. Simple to Purchase. All DAN are sold by Prospectus or Offering Circular only through a national network of broker-dealers . The prospectus or offering circular offers an overview of the issuing firm as well as detailed information on the notes. Prospectuses and offering circulars can be downloaded from this web site. Low Minimum Investment of $1,000 - Investors can purchase DANs without a large capital commitment. Variety of Investment Choices
Maturities. Time is a critical factor in determining the appropriateness of any investment and different investors have different time horizons. DANs offer the fixed-income investor a variety of maturities (9 months to thirty years) so that the investment decision is consistent with the time requirements of the individual’s portfolio. Payment Dates. The timing of cash flows is also an important consideration for the fixed-income investor. DANs offer a variety of payment options including monthly and semi-annual payment dates. Callable and Non-Callable. DANs offer both Callable & Non-Callable options for the individual investor. Yields. Chances are that DANs will offer a bond or a combination of bonds to fit the needs of any investor’s portfolio. Since new rates are posted each week, the yields offered are based on the current market conditions...
Address: 327 Plaza Real, Suite 225, Boca Raton, Florida FL 33432 Phone: 561 361 1100
