RFP News

Published on Mar 03, 2010

SecureVest Financial Group, a full-service broker-dealer, and Aim-To, a software provider for investment funds, announced a strategic alliance through which SecureVest will launch a new Mini-Prime Brokerage business on March 1, 2010.

The venture, referred to as Alpha PB, will provide a front end execution, OMS and risk-management platform which will interface directly with SecureVest`s routing and execution portals and provide access to its Prime Broker products and services designed specifically to meet the requirements of private investment funds and family offices.

"Private investment funds, high net worth individuals and separately managed accounts need a seamless way to integrate self directed trading activities with the disciplined investment practices of their wealth managers and private bankers," said John T. Vaughan, President of AIM-TO. "By leveraging AIM-TO`s technology platform with SecureVest`s broker-dealer expertise, we are able to provide our clients with a premium service at a lower cost."

Alpha PB will target small to mid-size Private Investment Funds Family Offices and separately managed accounts looking to become more pro-active in the construction, maintenance and risk management of their portfolios, including managing segments of their portfolio directly.

"This alliance enhances our broker/dealer services to include access to a technology platform that will be providing key intra-day risk, portfolio and operational management tools to complement our expert client service," says August Cellitti, CEO of SecureVest.

"Alpha PB will be the first introducing prime broker technology provider to leverage AIM-TO`s multi-prime broker technology to allow a manager to achieve the benefits of diversification without sacrificing on price or service," says Stephen Casner, CEO, AIM-TO. *

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