Home | Contact Us Company Info Services         Financial Advisory         Underwriting         Technical Analysis         Investment Advisory         Other Services Locations News & Info Bios Links		Estrada Hinojosa & Company, Inc.                         Member FINRA*/SIPC   Services: Investment Advisory   Estrada Hinojosa is fully registered as an investment advisor with the Securities and Exchange Commission and as a broker/dealer with the National Association of Securities Dealers, and is a member of the Securities Investor Protection Corporation. Estrada Hinojosa established investment advisor services to augment our financial advisor relationships. We believe beneficial service to individual clients requires this type of dedicated focus. Client-specific investment policies and cash flow needs largely determine effective investment strategy selection and implementation. Estrada Hinojosa additionally assists clients in the structuring and establishment of debt service defeasance accounts, and in the investment of bond proceeds and debt service reserve funds. Estrada Hinojosa provides comprehensive investment advisory service highlighted by: Strategic portfolio advice to achieve the client’s investment objectives, Regular investment policy and procedure review and modification, Complete analysis of investment types, pools and money market funds, Thorough communication, reporting and training, Integration of bond proceed investment, and Long range portfolio strategy development. Estrada Hinojosa successfully performs these functions by considering itself a “part-time” staff member working to assist the client through: Personal Commitment - Estrada Hinojosa’s commitment to client service has made it a leading financial advisor. The establishment of investment advisor services builds on that commitment and dedicates the efforts of investment professionals with years and billions of dollars of experience. Education - Estrada Hinojosa believes in educated clients. Full discussion of portfolio decisions, development of beneficial broker/dealer relationships, and continuing education build better clients. Independence – Estrada Hinojosa is uniquely positioned to independently assist in security/pool/fund analysis and security selection. There are no promotional advantages to any investment option, nor hidden agendas or back door marketing efforts that would jeopardize recommendations. Estrada Hinojosa proudly and effectively serves many governmental entities as financial advisor. Adding investment advisory services augments those relationships and ensures future success. The service team includes the financial advisor most familiar with the client and additional investment advisor specialists. Our investment advisor role functions very similarly to our financial advisor role. We educate and assist the client in policy and strategy development and implementation. We interact, on behalf of the client, with the broker/dealer community. We also accurately and timely report the status and overall performance of the selected and implemented strategies. The biggest difference between financial advisor and investment advisor is the side of the balance sheet. Financial Advisory Services focus on the client’s financial liabilities (e.g. debt), while Investment Advisory Services assist with the client’s financial assets (e.g. investments).   Copyright © 2004-2008 Estrada Hinojosa & Co., Inc. All rights reserved.