Securities Sales & Purchases

Our alliance is equipped to meet all of your investment needs. Our experienced portfolio managers have access to all major and primary dealers to ensure the best execution on all your trades. We work exclusively for you to deliver unbiased pricing, information, and advice. Investment sales services include portfolio strategies and analysis, CD placement and purchasing, and municipal lending, so you can enjoy these benefits …

  • Access to bids and offers in any sector including treasury, agency, municipal, mortgage, money market, or corporate
  • Security, market, and rate information along with research services right at your fingertips
  • Unbiased recommendations and pricing
  • Portfolio strategies regarding risk management and tax reduction