In today’s market, it never hurts to have a strategic network of partners that strengthens your overall position in the marketplace. Patrick Capital Markets has formed a solid foundation of strategic partners which facilitate your needs for cutting edge products and services. Here are a few of those strategic partners:
Cummings & Company, LLC : Cummings & Company, LLC provides investment banking and advisory services to regional and community banks and thrifts.
Corvi Capital: Boutique private placement brokers specializing in connecting high net worth investors with investment avenues for the flow-through of tax credits and deductions.
Piedmont Capital Distributors, LLC : Founded in 2008, Piedmont Capital Distributors is a national investment marketing firm specializing in ‘40 Act fund products.
Saxony Securities, Inc. : is one of the largest privately held independent broker-dealer firms in the Midwest with over $2 billion in assets. It handles all equities, options, variable insurance products, and debt instruments. Saxony Securities’ institutional trading platform is also offered which sets it apart from most of its competitors.
Saxony Capital Management : is a SEC registered investment advisory firm that provides a range of account management options, including both third party and advisor managed platforms. Investment Professionals of Saxony Securities, Inc. may affiliate with Saxony Capital management as an investment advisor to manage their client’s assets on a discretionary basis.
Saxony Insurance Agency: works as an outlet for Investment Professionals to engage in all non-variable insurance products. Saxony Insurance Agency has teamed with several marketing arms in order to offer personalized proposals and presentations of individual cases in life insurance and annuities.