FIXED INCOME TRADING

Transparent Pricing

Our advisors can shop their fixed income product needs through an open market that does not limit the access to fixed income dealers. We do not limit access to products and pricing by requiring our advisors to transact business through specific channels. Our platform provides for open access to all vendors that will supply the required fixed income product.

Delta Equity’s trading desk, in conjunction with Pershing’s Fixed Income Market Making Desk, provides liquidity by making markets in a wide variety of fixed income products. Acting as a re-distributor and aggregator, Pershing transacts in multiple products, including corporate bonds, emerging market debt, municipal bonds, agencies, mortgage-backed securities, treasuries, preferred stocks, and money market securities. Our advisors can also count on the Fixed Income Sales Desk, comprised of seasoned professionals who are knowledgeable in all product classes. They will work directly with our investment professionals to provide dedicated coverage for their business.

Access to New Issues

Pershing’s Syndicate Desk offers one-stop shopping, straight-through processing, and competitive pricing for fixed income as well as equity products. Their extensive product offering includes brokered certificates of deposit (CDs), commercial paper, medium-term notes, unit investment trusts (UIT’s), corporate bonds, structured products, municipals, government agencies, and equities.

Electronic Access to Fixed Income Offerings

Our interactive, online fixed income trading tool, BondCentral®, available through NetExchange Pro®, saves time by enabling advisors to search for offerings that fit their investment parameters using criteria such as yield, credit rating, maturity, and CUSIP. Advisors have access to a real-time inventory of more than 25,000 line items, offered by more than 90 participating dealers, allowing our advisors to buy or sell securities at the best available price, and design customized laddered portfolios and presentations.

Fixed Income brochure