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Institutional Sales & Trading

Working closely with our research analysts, our sales force interacts with our clients daily to provide them timely, value-added insights. Our boutique size allows for our professionals to be interchangeable with our research analysts in their knowledge of the companies.

Throughout the year, our sales team leverages its extensive industry contacts to arrange client access to company management.

Our trading desk provides high touch service and best execution. We make markets in over 25 insurance stocks. We believe our exceptional service sets us apart from other firms.