ISA is an independent investment advisory and research firm which for over 20 years has been specializing in income securities including bonds, convertibles, preferreds and hybrids. ISA maintains current and historic databases on the entire high yield bond and preferreds markets as well as defaulted municipals and corporate bonds.
Our company's goal is to provide our clients the resources to achieve a high level of income without inordinate amounts of risk through properly diversifying their portfolio's into various income securities across a range of products-- so that interest rate fluctuations alone won't overly affect a portfolio.
ISA publishes three monthly newsletters, the Forbes/Lehmann Income Securities Investor, the Closed End Fund & ETF Report and the Distressed Debt Securities Newsletter. These can be subscribed to in hard copy or via the electronic editions.
Specialties
Model Portfolios, Closed End Funds, Exchange Traded Funds, Corporate & Municipal Bonds, Master Limited Partnerships, Canadian Oil Trusts, Preferreds, Interest Rates and Yields
