Trade Execution
Advisor as PM: Maintain control and autonomy over your investment models/portfolio, but outsource the trade execution.
- Access our team of full-time traders and robust trading software to meet all your trading needs.
- From security swaps, tax loss harvesting, block trading, and other trading needs, the AQI’s trading services allows you to reduce costs and take back control of your time.
- Full-service Trading Desk
- Advisor as PM Trading (execution of platform models or advisor-driven models)
- All Cashiering & Money Movements (incl. custom cash movement)
- Custom (and algorithmic) Tax-Gain/Loss Harvesting
- Tax Optimization Overlay (incl. custom unrealized gain transitions to target model)
- Rebalancing Accounts (pre-set by request)
- Cash balance
Ongoing Maintenance & Proactive Adjustments
Markets change, and so should portfolios - monitoring investments, rebalancing as needed, and adjusting to strategies to align with shifting economic conditions or evolving objectives.
- Beyond trade execution and other portfolio operations, AQI provides continued consulting through:
- Market Research
- Turnkey Allocation Models
- Custom Portfolio Builds (incl. custom fixed income portfolio management)
- Curated, vetted money manager selection
- Custom Research Mandates
- IPS Consulting (incl. ongoing porfolio consulting)
- Joint Client-facing Market Calls
Risk Management & Time/Resource Saving
- Robust risk management practices to safeguard portfolios against unforeseen challenges - stress-testing portfolios, modeling potential economic scenarios, or hedging against downside risks.
- Managing investments is complex and time intensive - we free up time and resources, allowing focus on business, while we handle the intricacies of portfolios.