Securities and Trading – Global Advisers

Unparalleled Trading Technologies

We use the most advanced trading and research platforms to manage our clients assets. Your investment management team has access to unparalleled technology, technical and fundamental analysis, and global trading platforms. Your team uses these platforms to help them make critical decisions about your investments.

800-832-8514

Ext — 1219

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

SMART BETA HEDGE FUND PORTFOLIOS ▸

For qualified clients, we provide access to hedge fund managers whose investment style matches theirs. We vet all hedge fund managers, and we provide access to only those that meet our strict criteria.

TRADING PLATFORMS ▸

Prime and Self-Directed clients can optimize their trading speed and efficiency with our customized Trading Platforms for mobile, desktop, and web-based trading of all securities and global markets.

RESEARCH PLATFORMS ▸

Combined with our customized trading platforms, Prime and Self-Directed clients can capture
news, create technical charts, get real-time quotes and fundamentals research.

SECURITIES FINANCING ▸

If you have stocks that are attractive in the securities lending market, our custodian will borrow the stocks from you, and deposit collateral into your account.

Tools that support your investment needs

Your management team has access to over 120 market centers in 31 countries where they can trade stocks, options, futures, forex, bonds, ETFs and CFDs.

Our trading platforms offer a wide range of tools for simplified single and complex multi-leg option trading; forex trading; Mutual Fund/ETF Replicators to them you easily find lower cost ETF alternatives to popular mutual funds that you may currently hold; our fixed income screeners for corporate, municipal and agency bonds and CDs.

Our tools help guide our decisions regarding your investments, and provide deep insight into the global markets, financial products, and current events that affect your wealth.

1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.

2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.