INSTITUTIONAL SALES AND TRADING
The LevelX Sales and Trading team services financial institutions and corporate clients in the country as well as offshore, with a strict client-focused strategy to provide a comprehensive suite of services across all execution channels.
LevelX provides real-time insight and proactively monitors markets, searching for liquidity and news that may require time-sensitive adjustments to execution strategies. Providing specialized insight into price discovery and the presence throughout the major markets in the country allows better service to the clients, providing coverage on:
FIXED INCOME
LevelX provides our clients efficient liquidity and pricing in a broad array of onshore and offshore fixed income instruments, covering the full spectrum of issuers
EQUITIES
LevelX executes US and Global equities thru voice and electronic platforms
STRUCTURED PRODUCTS
LevelX develops structured solutions to implement the allocation best suited to a clients needs
MANAGED ACCOUNTS
Customized portfolio management, tailored to meet specific risk-reward profiles, including individualized reporting and cash-flow management
US GOVERNMENT AND AGENCIES
Distribution of new issue and secondary securities
INVESTMENT GRADE & HIGH YIELD CORPORATE BONDS
New issue and secondary offerings in a range of maturities and structures