Conifer Securities

Conifer Securities

  • 909 Montgomery St Ste 600
  • San Francisco, California
  • 94133

Website Links

Description

As a leading global asset services firm, we understand that our primary job is to leverage our industry knowledge, product expertise and innovative technology resources and provide you with exceptional client care. In turn, our solutions enable you to focus on your primary job - to attract clients, generate superior returns, and run a profitable business. By partnering with Conifer you will access an institutional-grade platform, scaled to your needs. We invite you to leverage our latest technologies and services without having to build, buy or maintain them.

More than providing execution, we support our clients through all stages of a trade. We provide each of our clients with an experienced, dedicated trader – a partner who is focused on your needs - as well as a dedicated back-up trader to provide continuity. Our team of traders becomes your team, being your eyes and ears into the market, whatever the size of your operation. Our interests are aligned with those of our managers, as we do not participate in principal trading.

Conifer Securities is a full service outsourced global trading solution with access to over 90 brokerage firms on an agency or outsourced basis. Whether serving as a complete outsourced solution, supplementing an existing desk, or ensuring business continuity and back-up, our trading team adds exceptional value to our clients. Our collective experience ensures client's access to a diverse and global network of established sell-side relationships, enabling us to support them through often volatile markets, keep them informed, optimize their trading and facilitate their success.

Providing comprehensive fund services and technology solutions to institutional and alternative investment managers is our only business.

Fact sheet

Number of employees
30-49

Company contacts

  • Phil Stapleton
  • Owner

Products & services

Similar companies nearby