member of finra & sipc; msrb registered econnectdirect an online investment platform accg...
TRANSCRIPT
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
eConnectDirect An online investment platform
ACCG Summer Meetings
Joe MichalakJune 22 – June 26
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Multi-Bank Securities, Inc. • Veteran-owned• Institutional Focus• Fixed-Income Sales & Underwriting
• Insured CDs• US Agency Bonds• US Treasury Bonds• Municipal Bonds
• FINRA Licensed Broker Dealer• Member Since 1987 ( CRD #22098)• Impeccable customer compliance record• Over 100 Licensed Professionals• Comprehensive Due Diligence Package
• More than 5,000 Institutional Accounts
• National & Regional Partnerships, Endorsements and Memberships
• APT (Gold Sponsor – Member since 2009)• NACo: National Association of Counties• ACCG: Georgia• FAC: Florida• AACo : Arizona• AOC: Oregon• MACo: Maryland• NACCTFO
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
eConnectDirect
• Providing the tools to easily search, compare and transact within the fixed-income markets.
• Delivering the Market Awareness required to transact with confidence
• Supporting the individual needs of each Municipal Entity• Live Customer Support• Customized Search Criteria• Executable Offerings• Suitable Investment
Alternatives
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
CD Marketplace -- Immediate Results
Easy, Safe and Compliant
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Agency Marketplace - Aggregation & Transparency
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
One Click Market Composite
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Consolidate, Document and Manage
Reporting: Accrued Interest, Cash Flow, Position, Account Activity….
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Improving the way local government entities invest
• “Being able to immediately ‘search & sort’ saves me time.”• “I feel more knowledgeable. I can explore on my own.”• “I’m quite sincere about being a steward of the taxpayers’ money
and the need to get the best results.”• “I can’t imagine why everyone isn’t using it.”• “I have a better portfolio because I can get a broad view.”• “To work in real time. It’s invaluable. I couldn’t put a price
on it.”
What county treasurers are saying about eConnectDirect:
Saves time Greater control of their investment portfolio Fully knowledgeable of current market pricing Collaborative relationship with an MBS Account
Executive
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
What Customers are saying about eConnectDirect
Executive
Testimonials may not be representative of the experience of other investors and is no guarantee of future performance or success.
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Ready, set, connect
•Getting Started
• ☐ No cost, no obligation to access
• ☐ Dedicated MBS Account Executive
• ☐ Execute a Simple User Agreement
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Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Thank You
For additional information or to schedule a webinar, please contact us at:
800-967-9084 OR
About eConnectDirect
www.econnectdirect.com
About Multi-Bank Securities, Inc.
www.mbssecurities.com
Joe Michalak ([email protected])
DISCLOSURE
Multi-Bank Securities, Inc. (MBS) cannot be held responsible for errors regarding time and/or price on buy/sell requests. Information provided in this presentation has been prepared from sources known to be reliable, but is not guaranteed and is not a complete summary or statement of all data necessary for making an investment decision. This is for informational purposes only and does not constitute a recommendation; please confirm all information before investing. Securities discussed are subject to availability and change in price and yield. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future returns. For institutional investors only.Questions?
Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com
Disclosure
• Multi-Bank Securities, Inc. (MBS) cannot be held responsible for errors regarding time and/or price on buy/sell requests. Information provided in this presentation has been prepared from sources known to be reliable, but is not guaranteed and is not a complete summary or statement of all data necessary for making an investment decision. This is for informational purposes only and does not constitute a recommendation; please confirm all information before investing. Securities discussed are subject to availability and change in price and yield. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future returns. For institutional investors only.