Our Story

As we finished our professional careers and moved toward retirement, we realized that we were completely overwhelmed by the hundreds of CEFs, preferred stocks, baby bonds and thousands of ETFs and mutual funds out there in the market. This is why we rolled up our sleeves and used our collective experience across bond trading, economics, technology and data science to develop tools that cut through the all the noise. We were not satisfied with blindly following third-party recommendations or “guru” advice – we wanted to understand the market for ourselves and make investment decisions that suited our own preferences, views and risk attitudes.

The result of this work was our suite of Interactive Investment Tools which allowed us to quickly evaluate individual securities, screen for ideas and put together income portfolios. Since then, we have made our Tools available to individual investors at our investment service Systematic Income.

On the service we maintain our CEF, Preferreds and Baby Bond Tools. Subscribers and free-trial users also have access to our Market Guides, Investment Library and our suite of Income Portfolios. Take a 2-week free trial to see if it’s right for you.

Feel free to reach out to us with any questions or comments.