CONCERT brings together broad inventory access, powerful analytics and institutional wholesale pricing and execution to deliver best in class fixed-income solutions to advisors and their clients. CONCERT offers 14 advisor-managed turnkey fixed-income portfolios. These portfolios meet the needs of a broad range of investors and are based on defined rules and strategy objectives that reflect the risk and return characteristics and the performance of a specified benchmark or index. These portfolios can be tailored to an investor’s specific target risk and return requirements.
• New issue/syndicate offerings
• Structured notes
• Options trading