Flaherty & Crumrine, Inc.

Flaherty & Crumrine, Inc.

Flaherty & Crumrine, Inc.

Overview
Date Founded

1983

Headquarters

301 East Colorado Boulevard,Suite 720,Pasadena, CA 91101-1911

Type of Company

Private

Employees (Worldwide)

15

Industries

Investment Services & Portfolio Management

Company Description

Flaherty & Crumrine (FC) offer investment strategies that focus on investments in preferred and similar debt securities. Some of their institutional clients have more specific strategies focusing on after-tax income, and, as a result, the firm may focus on tax-advantaged preferred securities (e.g., securities which qualify for the dividends received deduction). Further, for some of clients, FC offers interest-rate hedging strategies which attempt to insulate the portfolio from the effects of material changes in long-term Treasury rates occurring over short periods of time. To implement this strategy, they may utilize Treasury futures, options on Treasury futures, interest rate swaps and interest rate swaptions. When appropriate, financial futures and options, as well as credit derivative swaps oroptions on them may also be used for similar purposes or to manage the credit risk exposure of fixed income securities. FC's investment process is based on fundamental credit analysis on the specific risks of preferred securities. The firm believes that by separating credit analysis from market valuation, they can produce unbiased assessments of a company's financial strengths and weaknesses. Their investment approach establishes targets for each portfolio based on the client's objectives and the firm's analysis of overall market conditions. These targets are continuously monitored. FC uses a variety of tools to analyze markets on all types of preferred securities. From their proprietary database, FC analyzes and compares individual issues and evaluates portfolios from a number of perspectives.

Website
Executives & Employees

Executive Vice President, Chief Legal & Compliance Officer

Chief Technical Officer

Managing Director

Managing Director & Vice President

Managing Director

Portfolio Manager, Executive Vice President & Chief Financial Officer

Fund Advisor

Fund Advisor

Fund Advisor

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