Prime Brokerage

Flexible - Secure- Multi-Prime Capabilities

With the addition of Prime Brokerage, Conifer Securities provides investment managers with the most comprehensive solutions required by today’s dynamic marketplace. Conifer is now expanding its robust Fund Administration and Outsourced Trade Execution capabilities by offering money managers a full suite of prime brokerage services including: Financing, Securities Lending, Asset Custody and daily Account Reporting.

Strengthen Your Position With Conifer
Building upon existing relationships with every major prime broker, Conifer offers best-in-breed products for established hedge funds and start-ups alike. Whether creating a new fund, adding a managed account or establishing a new securities lending relationship, Conifer’s infrastructure offers a secure and efficient operational platform.

Solid & Flexible Infrastructure Is Key
Adding additional prime brokers is costly, complicated and time consuming. Our turnkey multi-reporting platform provides consolidated risk & portfolio accounting the moment a new brokerage account is established. Our platform offers centralized reporting and an infrastructure otherwise available only to the largest, most complex funds.

The Power Of Partnership
We afford our managers a unique opportunity to leverage our 20+ years of market leadership and depth of experience in a flexible and cost effective manner. Partnering with Conifer drastically reduces the overhead our clients would otherwise incur for staffing, accounting, risk and reporting resources.

Conifer's Prime Brokerage Services

Assets Custodied With J.P. Morgan Clearing Corp. While Benefitting From Conifer’s Specialized Level of Service
Access To One Of The Largest Global Securities Lending Portfolios
Competitive Financing Arrangements through J.P. Morgan Clearing Corp.
Superior Reporting Services and Customized Support Including; Portfolio Accounting, Valuation, Performance Measurement, Risk Reporting, Order Management, Real Time P&L

Conifer’s robust reporting package includes portfolio performance, attribution, risk management, prime brokerage and consolidated multi-prime brokerage reports. Conifer delivers reports via the web, customizable on a daily, weekly and monthly basis.

Conifer’s Prime Brokerage offering is the perfect complement to Conifer’s core middle and back office service. Whether you are a start-up manager looking to grow or a large institution leveraging your success, Conifer can provide you and your investors with a dedicated and loyal team of experts who will manage your operations. As a result, Conifer clients dedicate their time focusing on research, managing their portfolios and generating new business.

Conifer’s comprehensive platform delivers the same level of high-touch services that have been gaining trust with our clients for over 20 years. Please contact us to discuss how we can support your business.