Commission Management/Soft Dollars

Wall Street Access provides institutional clients with commission management programs focusing on best execution and client services. We offer a number of programs at competitive rates. Our experienced relationship managers and trading teams make consolidating your broker network easier while expanding your safe harbor reach under Section 28E eligible research and brokerage related products and services.

We have a dedicated staff to track commissions, budget expenses, approve payments and provide detailed reports.

Asset Management

We provide comprehensive investment management, financial planning and fund management solutions to an array of clients including private investors, institutions, pension plans, government funds, trusts, estates, foundations and endowments.

Execution Services

For almost 30 years, we have built a team of seasoned traders who provide service, expertise and speedy execution to our clients in equities, options, bonds and currencies.  We are an agent, managing trading volumes and finding liquidity discretely.

Institutional Research

The seasoned Merger Arbitrage team provides deep insights into the financial, legal and regulatory aspects of announced merger and acquisition deals in the U.S. and Canada that are greater than $500MM.

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