SPFG is a boutique fixed-income firm based in Atlanta, GA. We provide independent registered investment advisors with customized individual bond portfolio services and solutions. We offer a turn-key approach to designing, implementing, and managing customized individual bond portfolios. If you had an experienced team of fixed-income portfolio managers and traders in-house, how would you utilize them? How could they help you grow your business and help your clients achieve their goals? Members of our team have been working with RIAs in the fixed-income markets for over two decades, giving us valuable experience through a variety of economic cycles and interest rate environments. We have a wide set of complementary skills to bring expertise to every facet of our services, including portfolio management, trading, research, and support. We work with independent registered investment advisors to provide a full suite of individual bond portfolio solutions customized to your firm and individual client needs. Many firms have come to view us as their outsourced fixed-income desk or department, and a true partner in helping them to grow their business and service their clients.
| Website | https://spfg.com |
| Employees | 16 (9 on RocketReach) |
| Founded | 2010 |
| Address | 2827 Peachtree Rd NE Suite 510, Atlanta, Georgia 30303, US |
| Industry | Financial Services |
| Keywords | Bond Portfolio Management, Fixed Income Investment, Fixed Income Portfolio, Investment Management Services, Registered Investment Advisor, Boutique Investment Firm, Wealth Management Solutions, High Net Worth Investors, Financial Advisory Services, Institutional Investing, Tax Efficient Investing, Alternative Investments, Retirement Planning, Estate Planning |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, Ally, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, TD Ameritrade, TRAD ACCESS LIMITED, Wealthfront +44 more (view full list) |
Looking for a particular SPFG employee's phone or email?
Shawn Paulk is the Chief Growth Officer of SPFG.
9 people are employed at SPFG.
SPFG is based in Atlanta, Georgia.