We keep the primary relationship between client and broker intact.
With extensive buy-side experience across asset classes and strategies, we leverage a broad list of counterparties to provide specialized market color.
We can transact both in the client’s name (Pass-thru) & on the client’s behalf (Agency) while ensuring correct commission attribution. We keep the primary relationship between client and broker intact.
We work hard to gain the confidence of our clients and strive to be a valued partner. This daily commitment is evident in every interaction.