Nationally Recognized Full-Service Swap Advisor

/CDR remains one of the nation’s oldest, most innovative, and most experienced independent swap advisory firms. Since 2000 alone, we have served as financial derivatives consultant on over 500 transactions representing a total notional amount of over $30 billion, and we have the capability to monitor and track every transaction in-house.

Personalized Client Service

/CDR places a high priority on working face-to-face with our clients and we do not outsource any part of our business. We view ourselves as an extension of staff, working to provide exceptional service and act exclusively in the best interest of our clients.

Breadth of Knowledge

/CDR professionals have over 50 years of combined derivative experience as well as expertise in diverse financial markets. A keen understanding of the target market, the ability to identify the needs of that market, and the creativity to structure options for that market enable CDR to design and implement programs for a variety of financial clients.

Superior Technical Resources

/Our in-house trading platform (designed by Ferential Systems, Inc.) allows us to achieve complete transparency in pricing derivative structures on a real-time basis. It is also powerful enough to serve as the data repository and monitoring system for every client transaction.

Bi-Coastal Firm

/Direct client contact is an integral part of our business. Being a bi-coastal firm allows us to be available to our clients in any time zone and at a moment’s notice.

Competitive Fees

/CDR’s focus is on serving our clients to the best of our ability and remaining competitive in every aspect of our business including the fees we charge for our services. In addition to our low advisory fees, we provide free swap monitoring for a year, for an issuer’s entire swap portfolio, with the execution of one transaction with us in that calendar year.