Broker Check

Institutional Services

PWMG works together with institutional & sophisticated clients in order to help them achieve their investments objectives and strategies. Our qualified professionals are able to:

  • Support customers in managing their investment portfolios and trade executions
  • Provide advice to clients in a variety of investment, financing, and hedging strategies
  • Develop tailor-made investment solutions

Our “open architecture” platform is ideal to offer a comprehensive array of services and products to institutional and sophisticated investors, including:

  • Fixed Income Products: Government , Agencies, Municipal, Corporate, Mortgage-Backed, and Other Securities
  • Equity Products: Exchange and OTC Traded Securities
  • Money Market Products: Money Market Funds, Commercial Paper, Agency Discount Notes, Brokered CDs, etc.
  • Structured Products: Equity and Index Linked Notes or CDs, Range Notes, Reverse Convertibles, and Other Variable Income Products
  • Research and Analytics: our group has access to variety of third party research and analytical tools

PWMG professionals have strong experience providing institutional services to a broad array of industries and client types, including corporations, banks, credit unions, insurance companies, money managers, pension funds, government agencies, municipalities, and other institutional customers.

Please contact us if you have a question about Institutional Services 

Name
Email
Phone
Question
Thank you! Oops!