The liaison desk will offer wealth advisor community professional sales coverage, strategic market commentary, tactical investment ideas and instantaneous trading execution within various fixed income products, such as corporate and municipal bonds.
Additionally, it will also enable advisors traditional portfolio construction and analysis, helping advisors achieve desired rates of return for their clients, as well as provide investment swap ideas, when applicable, the company said.
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The SumRidge liaison desk is led by a team of fixed income experts and is focused specifically on assisting independent financial advisors.
Advisors will be provided with daily, weekly and monthly trading desk commentary on the fixed income markets, providing total return trade ideas, credit analysis, relative value opportunities and investment trends across various asset classes within fixed income.
SumRidge Partners was founded in 2010 by former co-heads of Morgan Stanley Smith Barney’s capital markets division.
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