Avoiding The Trap Of Chasing The Highest Rates Communicating Your Investment Strategy Developing An Investment Strategy Finding Money Reducing Risk In Your Operational Fund.html The Yield Curve
Investment Philosophy
Brokerage Services Investment Advisory Services Pension Services Consulting Services

Download these worksheets to help determine your equity needs and portfolio risks. If you need help with these worksheets, don't hesitate to call us at 800-921-1992

Liquidity Needs
  • small_excel_icon Liquidity Needs Estimates
  • small_excel_icon Future Liquidity Needs Estimate
  • small_excel_icon Yield to Maturity Calculation

Securities offered through ProEquities, Inc. a registered broker-dealer and member FINRA/SIPC. Investment Advisory Services Offered Though Investment Advisors. PFI Strategies is independent of ProEquities, Inc.

  • word_icon Portfolio Risks Worksheet

For educational purposes only and not intended as offering specific investment advice. Investing in securities involves risk, including loss of principal. Please consult with a professional regarding your individual circumstances.

iPhone Application

Bond Analytics is a powerful application that calculates bond yields and bond analytics. With this application you can calculate Macaulay Duration and modified duration as well as convexity. Bond Analytics has a very large glossary of financial terms relating to bonds and fixed income investing. Many Professionals use this product to help them with purchasing and selling agencies, treasuries and municipal bonds. Bond Analytics is a product of PFITR.

Download Here