Our clients and their investment partners employ strategies ranging from passive to active, trading more than 150,000 securities per year. We process trades on any U.S. exchange initiated by either an affirming or non-affirming manager. Additionally, we facilitate portfolio rebalancing based on pre-approved directions provided by a client’s investment consultant.
Whatever the approach of your retirement plan or institutional account, experience matters — we currently process more than 150,000 trades per year.