Municipal bond brokerage with a difference.
| (c) 2012 MainLine West LLC All Rights Reserved |
institutional access to the marketplace, an opportunity typically reserved only for volume investors.
Members of our investment team have long-term relationships with underwriters. Over 85 years of
combined experience in the municipal bond market levels the playing field for you. Our brokerage
services will position your portfolio on the right track by aligning our mutual interests. We work with
you to develop a custom portfolio, executing when we believe the market opportunity is right.
Members of our investment team have long-term relationships with underwriters. Over 85 years of
combined experience in the municipal bond market levels the playing field for you. Our brokerage
services will position your portfolio on the right track by aligning our mutual interests. We work with
you to develop a custom portfolio, executing when we believe the market opportunity is right.
Our brokerage service acquires bonds into a passive (buy and hold) portfolio. All portfolios are
reviewed periodically. We advise you of recommendations for adjustments which may be prudent
based on changes in the current market. You will receive quarterly reports detailing the
performance of your portfolio. Our institutional level access allows us the opportunity to select and
make recommendations from offerings of over 50 underwriters of regional municipal bonds. In
addition to basic portfolio management, MainLine West may establish a relationship with your CPA.
MainLine provides information necessary for your advisor to structure your income reporting for
maximum tax benefit and full compliance with current applicable laws.
Simple managed structure portfolios may provide a stable income, optimized to minimize risk
exposure. We can also work with you to establish a portfolio designed for optimum yields by
including creative bond structures with low credit risk, and bonds with the possibility of eventual
privatization or refunding.
reviewed periodically. We advise you of recommendations for adjustments which may be prudent
based on changes in the current market. You will receive quarterly reports detailing the
performance of your portfolio. Our institutional level access allows us the opportunity to select and
make recommendations from offerings of over 50 underwriters of regional municipal bonds. In
addition to basic portfolio management, MainLine West may establish a relationship with your CPA.
MainLine provides information necessary for your advisor to structure your income reporting for
maximum tax benefit and full compliance with current applicable laws.
Simple managed structure portfolios may provide a stable income, optimized to minimize risk
exposure. We can also work with you to establish a portfolio designed for optimum yields by
including creative bond structures with low credit risk, and bonds with the possibility of eventual
privatization or refunding.
The MainLine Advantage -
opportunity, value, trust.
Our brokerage services
group, Mainline West
Municipal Securities, LLC,
provide our client partners
opportunity, value, trust.
Our brokerage services
group, Mainline West
Municipal Securities, LLC,
provide our client partners
We provide high net worth investors with institutional
level access to the municipal bond market. Traditional
access passes through many hands, each adding
service commissions to the trade. MainLine West’s direct
access offers the value of reduced commission loads
compared with traditional retail brokerage services. All
mark-ups for our services are fair, modest, and
transparent - no surprises, unexpected, or excessive
investment expenses. At MainLine West, competent and
attentive service doesn’t cost a lot.
level access to the municipal bond market. Traditional
access passes through many hands, each adding
service commissions to the trade. MainLine West’s direct
access offers the value of reduced commission loads
compared with traditional retail brokerage services. All
mark-ups for our services are fair, modest, and
transparent - no surprises, unexpected, or excessive
investment expenses. At MainLine West, competent and
attentive service doesn’t cost a lot.
The advantages of investing with MainLine West are
simple. Our team of professionals have over 85 years of
combined experience. We are prudent in monitoring and
proactively responding in today’s volatile marketplace.
From our home offices in Denver, our actions are guided
simple. Our team of professionals have over 85 years of
combined experience. We are prudent in monitoring and
proactively responding in today’s volatile marketplace.
From our home offices in Denver, our actions are guided
by clear, concise, client-focused thinking. Our investment decisions are based on interpreting
market fundamentals and trends with a singular focus on the long-term, not reacting to short-term
market uncertainty.
MainLine West is committed to full disclosure and transparency in our communications with clients.
In addition, we recommend clients exercise due diligence by reviewing disclosure documents,
trading history, and pricing as disclosed by MSRB/EMMA. Information on any municipal security
can be found at their web site, http://emma.msrb.org by entering the CUSIP number in the search
box.
market fundamentals and trends with a singular focus on the long-term, not reacting to short-term
market uncertainty.
MainLine West is committed to full disclosure and transparency in our communications with clients.
In addition, we recommend clients exercise due diligence by reviewing disclosure documents,
trading history, and pricing as disclosed by MSRB/EMMA. Information on any municipal security
can be found at their web site, http://emma.msrb.org by entering the CUSIP number in the search
box.
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