The strategies of our clients and their investment partners range from passive to active strategies that trade more than 150,000 securities per year. We process trades on any U.S. exchange initiated by an affirming or a non-affirming manager. We also facilitate portfolio rebalancing from a pre-approved direction supplied by a client’s investment consultant.

Whatever the approach of your retirement plan or institutional account, it’s our experience that matters: we currently process more than 150,000 trades per year.