Capital Markets

Fixed Income

You can rely on our Capital Markets group to assist your firm with all of its trading and market related needs. Our specialized team of fixed income, brokerage and managed account traders know their responsibility begins by doing everything they can to support the very important relationship advisors have built with their clients. Treating our advisors and clients with the utmost integrity, we focus on delivering an interaction that is second to none in terms of service and quality and helps our advisors enable their clients to achieve their financial goals.

Capital Markets is pleased to provide access to a wide range of products including;

  • Equities
  • Mutual Funds
  • Exchange Traded Funds
  • Unit Trusts
  • Precious Metals
  • Publicly Traded REITs & LPs
  • Options
  • Treasury, Agency, Corporate, Municipal & Mortgage Backed Bonds
  • Certificates of Deposit
  • Preferred Stocks
  • Structured Products

We also provide the tools and resources our advisors need to better serve their clients:

  • Online trading platform access and phone order entry availability
  • Automated managed account and model change trading solutions
  • Access to expansive fixed income inventories both online and through our direct relationships
  • Assistance in creating customized fixed income portfolios for your clients
  • Serving as a resource point for commentary on market news and product information