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.