We are committed to providing you with the highest quality credit product with low volatility, and exceptional returns.

Daniel M. Perkins, Chairman

Has been managing money for almost 35 years.  He started his career in the financial service industry as an account executive in the Merrill Lynch, Columbus, Ohio office. In 1979 Dan went to Merrill Lynch's head office in New York to become a product manager in fixed and variable annuities unit.

In 1982 Dan left Merrill Lynch and went to Integrated Resources to start their annuity, mutual fund and later their investment management division. In 1989 Dan left Integrated and started his own consulting and advisory business. His clients have included, Nationwide Insurance, Citi Bank, Fidelity Investments, the National Education Association. Over the years of his career, Mr. Perkins has developed many specialty fixed income investments, including the first Global Government Mutual Fund and the first GNMA fund in a separate account and the first Housing Finance Authority (HFA) tax-free bond mutual fund. Dan believes that being paid while you wait through the ownership of high quality fixed income investment is the key to long-term success.

Mr. Loftus is a founding member of CDFL Advisors LLC which was created in 1999 to provide consulting services to trading firms and asset managers specializing in structured trade products, derivative trading and alternative financing solutions.  Prior to founding CDFL, Mr. Loftus was an SVP with Refco Securities responsible for the development of new trading products including derivative arbitrage trading systems utilizing fixed income and exotic currency markets.  Mr. Loftus began his career with EF Hutton & Co’s securities lending division where he contributed substantially to the development of risk arbitrage trading.  Mr. Loftus has a BS Economics from Siena College in NY.