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Uniform Quality in Four Areas of Expertise

Coastal Securities is a Texas-based investment banking and brokerage firm with a distinct view of America's capital markets. As investment professionals, we maintain a high standard of expertise in four strategically selected specialties-

The sale and trading of U.S. Small Business Administration (SBA), USDA (formerly FmHA) and other government-guaranteed loan products
The sale and trading of tax-exempt securities; underwriting and financial advisory services for municipal issuers
The sale and trading of taxable fixed income securities
The strategic management of client assets through asset allocation, portfolio strategies, investment consulting and asset/liability management, and

An established national leader in assembling and marketing SBA-guaranteed loan pools, we offer special breadth and depth of experience in SBA products and other government-guaranteed loans and pools.

We impart comprehensive expertise in the sale and trading of tax exempt securities, provide advisory services to securities issuers in the Southwest, and maintain syndication relationships that enable us to market effectively to institutional and retail investors nationwide.

Our staff possesses familiarity with a wide array of taxable fixed income securities and particular skill in the sale and trading of many esoteric securities, such as collateralized mortgage obligations (CMOs) and adjustable-rate mortgages (ARMs). 

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