SumRidge Advisor Services: An Outsourced Fixed Income Solution for Advisors and Independent Broker Dealers

The SumRidge Advisor Services desk was created to specifically cater to the needs of the independent financial advisor, by providing professional sales coverage, strategic market commentary, tactical investment ideas, and superior trading execution on a daily basis.  Our experienced liaison desk is focused exclusively on fixed income, delivering a level of expertise that is crucial to navigate today’s markets. 

Advisor Resources

Enhanced Trading Liquidity: Advisors have full access to our balance sheet driven market making capabilities, our extensive in-house inventory of bonds, as well as over 48,000 daily corporate and municipal bond offerings through our client portal website.  SumRidge also provides independent advisors with seamless ‘trade away’ accommodations.

Portfolio Solutions:  Advisors can utilize our experienced sales team, as well as leverage our traders and analyst for new portfolio creation, existing portfolio review, and/or swap idea generation.  The desk will assist the advisors with developing strategy to adhere to specific client parameters in order to achieve optimal yield potential. ** client portal coming soon. **

Strategic Market Commentary:  Advisors receive daily municipal commentary and weekly credit commentary which gives a concise breakdown of macro and micro trends in the marketplace.  Advisors also have direct access to our trading desk to help answer any of their market related questions.  SIGN UP HERE to start receiving SumRidge market commentary.

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