SALES & TRADING

Strategas' Institutional Sales & Trading group is singularly focused on building substantive and lasting relationships with our clients.  We seek to fully understand our clients' business and financial objectives in an effort to facilitate the most effective mix of the Firm's research and capital markets resources; we realize that we may, in some instances, not always be the Firm for a particular task.  Our twenty-five person Sales & Trading team, based in New York, covers institutional equity and fixed income accounts in more than twenty countries on five continents, affording clients the unique perspective provided by marrying global insights with the Firm's concentrated macro focus.

The Firm hosts three conferences each year our Public Policy Conference is held in Washington, DC each winter, in conjunction with the President's State of the Union to Congress; our Global Macro Conference is held each spring in New York City; and, each fall we invite a small group of clients and their families for our more intimate, three-day Investment Forum at Tucker's Point, in Bermuda, that combines an exchange of investment ideas and discussion of topics that impact the financial markets, the economy, and the world at large.  In addition, our Sales & Trading team hosts numerous idea luncheons, research dinners, conference calls, and half-day special topic conferences with Strategas' analyst team and selected outside speakers throughout the year. 

Our sales-trading professionals leverage years of experience to maximize execution and transparency by offering clients anonymous, conflict-free access, across a variety of venues, to equity markets in the United States and Canada.  In addition, the Firm executes treasury, corporate credit and agency trades on a riskless principal basis.  Our sales traders utilize the latest available technologies and algorithmic products to leverage opportunities in often volatile markets.

Strategas clears its customer transactions through Broadcort, a Division of Merrill Lynch, Pierce, Fenner & Smith.  Strategas is proud to be an agency-only, conflict-free option for our clients.  Strategas is not a market-maker and Strategas Securities, LLC does not trade for its own account.  Please see our Disclosures menu for addition compliance-related information.

Commission Management

Strategas Commission Management Program (CMP) gives the buy-side a single point of contact to manage and monitor research credits and payments post-execution, dealing with a variety of execution venues on behalf of buy side firms. Upon your approval, we will instruct the execution venue to remit research credits to Strategas' segregated client funds facility for your directed use.

Strategas offers a streamlined Commission Management Program to assist clients in reducing operational and counter-party risk and to facilitate efficiency in research payments, while fulfilling clients' requirements regarding best execution. Our Team works closely with clients by monitoring their trade detail, research allocations, and trade reconciliations.

Share Repurchase

Corporate financial officers seek conflict-free access to the capital markets. Our agency-only equity trading desk brings a depth of execution experience in corporate buyback rotations. Our Corporate Services and Equity Trading groups work closely with corporate finance and treasury officers to achieve best execution with minimal market impact.