Trading & Execution Services
Premier Trading & Execution Services for Investment Professionals and Financial Institutions
Consistent with our customer focused non-competitive ethic, our equity trading desk acts as an agency desk with respect to our customers’ business. An agency trading desk executes orders at the best price available for its clients and does not try to match trades, make markets, or engage in proprietary trading. Our only agenda is to provide high quality, cost effective executions; acting in effect as an extension of our clients’ business.
We deliver high quality executions of domestic and international trades that vary from small private client orders to complex algorithmic trading strategies for institutional clients. In addition to serving our affiliated registered representatives and investment advisors, our trading desk provides brokerage services to over 500 institutional clients, including some of the nation’s premiere banks, money managers and hedge funds.
We handle business ranging from simple telephone orders to client-based electronic order management systems providing controlled, direct access order routing to all major market venues.
Five convenient ways to trade:
- Electronically with the WealthScape® broker workstation
- Electronically with SS&C Market Trader®: Our direct access institutional trading platform
- FIX connectivity to third party order management systems
- Fee Based Tools® – Fidelity’s electronic trading interface
- By phone, instant messenger, or fax to our trading room
We pride ourselves on our capabilities and commitment to providing first rate trading and execution services to Mid Atlantic affiliated advisors in behalf of their customers. We invite you to further explore our trading and execution capabilities available to financial institutions here.
Fixed Income Capabilities
Mid Atlantic supports a wide array of fixed income investments. Through our affiliation with National Financial Services LLC as clearing agent, we have access to Fidelity Capital Markets’ bond inventory, including their new issues of corporate bonds and preferred shares. We are also subscribers to the Bond Desk Group, the nation’s largest retail bond trading venue: an Electronic Communications Network (ECN) comprised of over 175 broker/dealers, bond underwriters and market makers of fixed income securities.
In addition, we maintain active connectivity with TheMuniCenter, Ice BondPoint, Bloomberg, and other ECNs handling municipals, corporate bonds, treasuries, agencies, medium term notes, and certificates of deposit. Finally, we maintain direct relationships with many fixed income desks on the street that we frequently use for larger orders, additional liquidity sources, and price improvement.
If you have a special requirement for a local municipal and/or have a relationship with a local bond firm, ask us about approval to acquire the bonds through that external trader and clear the trade through our trading desk.
State-of-the-Art Electronic Trading for ETFs and Mutual Funds
Advisors, financial institutions and benefits administrators can take advantage of our industry-leading proprietary web-based trading platforms to streamline their transactions and data flows for ETF and mutual fund transactions. Learn more about what Mid Atlantic can do for your trading and rebalancing automation workflows: