Institutional Sales

Carty & Company’s Institutional Sales Group has over 45 years of industry experience.  Our goal is to help clients maximize portfolio performance, providing transparent resources to aid them in the process.

We are a partner in education. 

We provide Weekly Market Updates, briefly discussing the economy and financial markets, giving our clients access to the most important financial news affecting their portfolios. 

We provide cutting edge analytics.

Carty & Company’s proprietary analytics provide portfolio managers with important information needed to make investment decisions.  We analyze portfolio trends and efficiencies as a whole, by asset allocation and by each individual investment.  Our analytics look to increase portfolio performance by monitoring interest rate price sensitivity, minimizing credit risks and enhancing debt investment returns.   

Our clients have access to all products.

Between the products we hold in inventory and those in our vast industry network, clients have access to any investment.

Our clients receive best execution.

We offer best execution practices, providing our clients exceptional service on each trade from start to finish.  We partner with one of the biggest clearing firms in the industry, Pershing, LLC and strive to make every transaction as seamless as possible.

Carty & Company’s Institutional Sales Group is relationship focused and committed to excellence.  For further information, please contact an Institutional Relationship Manager at (800) 767.8940.  We look forward to earning your business.