The Savader Group

The Savader Group LLC is the only independent and objective provider of analytic services focusing solely on tax-exempt securities. The firm’s services are designed to assist retail and middle market investors, as well as other financial service firms that handle municipal or not-for-profit obligations. Our team of veteran analysts concentrates on three services that provide considerable support and flexibility.

• The Municipal Bond Commentary Service encompasses a library of easy-to-understand credit commentaries covering many of the industry's most widely held and traded securities. Each two-to-three page commentary provides a concise description of the bond’s issuer, the security and revenues backing the bond and relevant near and long-term credit issues. The library also includes articles designed to educate advisors and investors on various topics and strategies in fixed-income investing.

• The Commissioned Research Service allows firms to request credit reviews of specific borrowers and obligations. The reviews are particularly useful in satisfying internal underwriting standards and external regulatory requirements when making investment decisions or maintaining surveillance of existing obligations. Each report is custom designed so that the report’s structure, length and level of detail meet the client’s specific needs.

• Tax-Exempt Portfolio Reviews provide a customized and confidential credit review of entire portfolios of tax-exempt obligations as well as a discussion of concentration by credit type, geography, bond insurer, etc. The reviews can serve as a basis for portfolio recommendations and reallocations and are particularly useful for advisors serving institutional or high-net worth clients.

LIST OF ALL AVAILABLE REPORTS [+]