Products & Services

Public Finance

Bringing billions of dollars in financing for communities across the U.S., we have deep and proven experience across a variety of public finance sectors:

Institutional Sales & Trading

At D.A. Davidson, we know that efficient bond distribution is critical to investors and borrowers. With fixed income trading operations across the nation, we maintain some of the most active trading desks in the country. Couple this with a high level of personalized client service, and you gain access to an industry leader.

0+
EXPERIENCED PROFESSIONALS ON OUR SALES & TRADING TEAM
0th
OUR NATIONAL RANKING FOR NEW ISSUE MUNICIPAL BOND TRANSACTIONS
0+
NUMBER OF NEW BOND ISSUES WE UNDERWRITE ANNUALLY

Depository Strategy

We are frequently called upon to speak with clients and regulators on the topics of interest rate risk management, prudent sector allocation and relative value across all sectors of the fixed income market.

Review

Comprehensive Balance Sheet Review

Recommend

Strategic recommendations based on the institution’s unique risks and circumstances.

Report

Fixed Income Market Strategy & Regulatory Updates

Brokered CD Underwriting

Raising Deposits for Banks across the U.S.

We focus on the needs of commercial banks, both small and large, and can structure deals ranging in size from $1mm to $250mm or more per maturity. Our team’s depth and breadth of experience, coupled with our commitment to personal attention, allows us to deliver the exceptional service you need.

Whole Loan Trading

Our Whole Loan Desk offers loan portfolio solutions to banks, credit unions, mortgage banks, and specialty finance companies. We provide our customers with solutions tailored to their need for liquidity valuation, credit risk management or asset concentration.