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Fixed Income Sales, Trading and Portfolio Management
Morton Clarke offers a unique combination of experience, expertise and
execution capability to our fixed income clients. Our principals have
over 100 years of combined experience in the bond business (see Who
We Are). We are continually and deeply involved in:
- Assisting and advising both institutional and high net worth individual
investors regarding their fixed income needs.
- Acting as a market maker in municipal bonds.
Our municipal bond trading and research activities enable us to identify
and evaluate opportunities and then to execute transactions on behalf
of our clients at favorable prices (and corresponding yields).
We provide local, on-site response to client needs and requests (e.g.
portfolio reporting, coordination with the client’s other financial
advisors, etc.)
Bond Inventory
Client Services
We provide:
- Traditional brokerage services, including margin
accounts, on a transaction basis.
- Live, informed people to answer the phone and provide personal service.
- Rule 144 sales.
- Check writing, electronic funds transfer, and on-line access to accounts
- View
Your Portfolio
Custodial, Clearing and Reporting (Relationship with Fidelity)
Our correspondent relationship with National Financial Services LLC, a
wholly owned
subsidiary of Fidelity Investments, provides for the execution, transaction
processing,
custodial, reporting and other normal brokerage needs of our clients.
DISCLAIMER
| PHONE 206-676-6234 | TOLL FREE 1-800-216-8356
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