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Investment Philosophy
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Why Choose PFI Strategies?

Why should PFI Strategies be one of your top three fixed-income security brokers? There are a number of reasons why you should consider purchasing fixed-income investments from PFI Strategies:

arr_2 We are completely independent

This means that we are looking at the entire market — both new issue and secondary — to find the most suitable investments for you and your portfolio. We have no hidden agenda to push or excess inventory to unload on you.

arr_2We hold no inventory that must be sold

Many primary dealers hold substantial inventories of fixed-income investments that they must sell. This can put pressure on salespeople to unload thisinventory on their customers — whether it’s beneficial to the customer or not. Sometimes this inventory represents agreat buy that fits in your portfolio, butmany times it does not.

arr_2We don’t fill your inbox with bond inventory SPAM

Some pubic fund managers get 150 emails or more every morning from brokerage firms impersonally spamming their bond and CD inventory. We don’t think anyone is served by this method.

In contrast, we only provide valuable information to our clients. Of course, anyone can say their information is valuable, but here at PFI Strategies, we have literally “written the book” on public fund investing:Public Fund Investing For Dummies.In addition, we have developed accreditation programs and written yield and analytic applications for smart phones.

arr_2We help you become better at public fund management

Our tools, knowledge and expertise are in high demand all around the world. As our client, you’ll receive a complimentary copy of our book, Public Fund Investing For Dummies. We also provide our clients with a wide range opportunities for fixed-income investment training.

arr_2We serve your community

You’ll be hard pressed to find an organization that serves more treasurers and Government Financial Officers than PFI Strategies and Jim Koetting do. Every broker wants your business, but not many give as much back to their communities as we do.Whether it’sgiving away Public Fund Investing For Dummiesbooks, writing accreditation programs, developing materials for many of the conferences you attend, or just being availableto answer your questions, we stand at the top when it comes to serving our customers and communities.

SafeKeeping of Assets

While PFI Strategies is happy work with your bank helping you keep all your investments in one place. We can also offer a safekeeping alternative with superior reporting. PFI Strategies uses Pershing for the safekeeping of assets and for assistance in the execution of trades. Pershing has $910.7 billion* in assets held in custody, while our parent company, The Bank of New York Mellon Corporation, has $25.9 trillion in assets under custody and administration

Click here if you’d like more information about Pershing or here for more information about The Bank of New York Mellon Corporation

Our Broker Dealer

Jim Koetting is Registered Representative and Financial Advisor with Protective Securities, a division of ProEquities, Inc. Protective Securities prides itself on maximizing value by providing excellent advice and execution to all of its clients. The capital strength of Protective Securities is measured not only by its balance sheet, but also by its people and values. ProEquities and Protective Securities are wholly owned by Protective Life..

Click here for financial information about Protective Securities.

Click here for financial information about Protective.

Array of Products

arrow_2Municipal Bonds

arrow_2U.S. Government Securities

arrow_2U.S. Agency Securities

arrow_2Corporate Bonds

arrow_2Mortgage-Backed Securities

arrow_2Brokered CDs

Additional Services and Expertise

arrow_2Bond Ladders

arrow_2Distribution Portfolios

arrow_2Portfolio Analytics

arrow_2Credit Research