No matter the transaction or issue, DL has been very responsive, knowledgeable and results oriented in servicing our account. Overall, I would say that the swap market can be confusing and costly – and that DL creates simplicity and savings.
Jim was extremely detailed and knowledgeable in what is a very specific arena with respect to financial instruments. Above and beyond would be an understatement when it came to service delivery.
We began to feel that relying on our banks alone was not a sound way to determine whether the interest rate derivative contracts we engaged in were properly structured and a good deal. We wanted to be able to consult with someone who had independent expertise.
Rex’s expertise with derivatives is obvious, but his expertise and ability to educate and verbalize the ideas into layman’s terms is unmatched. He was able to lay everything out on the table for us and (We) are extremely thankful for that guidance.
We knew that having the advice of someone with intimate knowledge of the banking industry would provide us with peace of mind. We welcomed Rex’s technical expertise which has proved helpful in guiding the short-term and long-term financial objectives of our organization.
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Address 1855 San Miguel Dr. Ste. 6 Walnut Creek, CA 94596 |
Telephones 415 510-2100 · office 415 510-2101 · fax |