Wealth Management

SumRidge Partners is currently recognized as a top ranked market maker on most major retail electronic trading platforms, including  KCG BondPoint, Tradeweb Direct, TMC, and Bloomberg ALLQ.  Unlike many other broker dealers that tend to ignore this part of the market due to its smaller trade sizes, SumRidge has embraced this marketplace, improving liquidity and best execution practices for the retail client.

Independent Financial Advisors

SumRidge provides live and executable pricing as well as actionable trading desk commentary on the fixed income market to over 250 different independent financial advisor teams.  Many of these advisors had previously been associated with large bulge bracket firms and had direct access to trading and research desks for all their fixed income inquiries.  Once they became independent, many of these advisors lost their close connection to the markets, putting them at a disadvantage versus many of their peers.  SumRidge has set up a separate sales team to exclusively cater to this type of client, helping independent financial advisors receive best execution, as well as provide daily market commentary to help aide in sound investment decisions.

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Advisor Services