18 | Acquisition International, October 2025 Jun25083 Confidently Invest in Municipal Bonds and TaxFree Income Solutions espite what they often claim, the truth is that most of the financial professionals making lofty promises to their potential clients fall into the category of ‘jack-of-all-trades, master of none’. Taking a more novel approach, the DRL Group has spent the last 25 years carving out a name for itself in the niche field of municipal bond solutions. Independent and always working in the best interest of its clients, the commitment the firm has to this is seen from the start of the process, where calls are taken by a professional, not a call centre. With the bond market being notoriously difficult to navigate, even for the most seasoned investor, it pays to seek out a team like the one behind the DRL Group, whose members share countless decades of learned insights that they use to help clients more than their needs across municipal and corporate bonds. Another highlight is that the firm strikes a balance between price and results, with its commitment to efficient pricing leading to higher returns. Simply put, the experts behind the DRL Group support high-net-worth investors using a blend of processes and technologies meticulously designed to evaluate, acquire, and manage tax-free bond portfolios. This means that the firm does not simply compete with equity brokers or dabble in private equity – it possesses the sole aim of helping clients reach their tax-free income goals through the power of municipal bonds. Since the bond market is so complex, the firm has devised a platform to help make everything much easier. In a vast, fragmented setting, the DRL Group’s fintech platform streamlines access to those hard-to-find inventories across a range of markets, making the process of identifying investment opportunities that align with their particular goals more straightforward and efficient than ever for its clients. This is achieved thanks to the access they are afforded to both the primary and secondary bond markets – and therefore both the buy-side and sell-side of transactions – something again facilitated by this state-of-the-art technology. Of course, the DRL Group’s proprietary solution would be nothing without the experience behind it, experience supporting individuals in investing in municipal and other tax-free bonds and partnering people’s unique goals with the correct bond strategies for them. The robust evaluation process the firm employs across every client is a fantastic example of this expertise being put to good use, with the process considering factors including credit quality, yield, and a client’s state’s taxation to ensure alignment with objectives is achieved. Moreover, since the DRL Group is – as mentioned above – fiercely independent, all investment funds are held at its custodian, National Financial Services, which is a wholly-owned subsidiary of Fidelity Investments. This is beneficial as it means that there are no banks or insurance companies involved. Everything is proprietary, high commission, and designed to benefit the client entirely. The customised bond portfolios served as a result have been proven to preserve capital and minimise risk, making them ideal investments. However, things do not end here. Investors who seek tax-exempt investment solutions can even purchase tax-free bonds through the DRL Group at deal-level pricing, complete with a nominal mark-up. Again, this can help maximise portfolios, something the team here have made a name for themselves doing since the firm opened its doors back in 2000. Unsurprisingly, acclaim has followed for these fixed income specialists, with the team having received numerous awards over the years on the back of their results-driven approach and unfaltering commitment to client satisfaction. Just some of the accolades they have achieved include being recognised as one of Houston’s Top Wealth Managers by the National Association of Board-Certified Advisory Practices (NABCAP), featuring in the Wall Street Journal, and being inducted into the Houston Business Journal’s Leadership Trust. It is our pleasure to add to this by recognising the DRL Group as 2025’s Leading Fixed Income Investment Firm – USA in this feature. Those interested in finding out more can do so using the link below or contact a member of the team today on (281) 398-8600 to discuss their portfolio goals and schedule a free consultation at a time convenient to them. Contact: Jennifer Walsh Company: The DRL Group Web Address: https://www.drlgroup.net/ Focusing on the bond market, specifically taxfree income products and managing tax-deferred accounts (IRAs and SEPs) through both municipal and corporate bonds, the DRL Group boasts more than 20 years of fixed-income investing experience. It uses this knowledge to guide its clients through the opportunities available to them in this dynamic market, making it the perfect partner for top-tier taxbracket clients looking to reduce taxes and generate a stable income. Named 2025’s Leading Fixed Income Investment Firm – USA, we take a closer look at the DRL Group below. D
RkJQdWJsaXNoZXIy MTUyMDQwMA==