CLIENT SERVICES


Complete Investment Services to Meet Your Specific Needs

First Southwest Asset Mangement,Inc. is committed to providing a broad range of investment services to municipalities throughout the country. As a SEC Registered Investment Advisor, First Southwest Asset Management, Inc. provides specialized expertise in the areas of:

  • Arbitrage Rebate Services
  • Investment Management Services
  • Investment Reporting Services
  • Team Approach

    First Southwest’s business philosophy has always been to implement a “team concept” in providing the best possible services to its clients. Under this team concept, our clients receive guidance and expertise from a variety of professionals with backgrounds in capital planning and bond issuance, arbitrage compliance, short-term portfolio management, and long range strategic portfolio management. While primary contact will be with one or more individuals, it is our belief that your interests are best served by a qualified staff available to meet the many complicated challenges you may face. Accordingly, all professionals and resources of First Southwest, in addition to “key personnel” are available as needed to serve our clients.