Transition management

Another frequent occurrence is a firm wanting to liquidate a large portfolio.

Since they may be transitioning several different portfolios they can cross orders, reducing commission and exchange fees.

These firms can often provide the same service for less in part due to modern trading algorithms and systems reporting.

It is provided by elite industry Portfolio Executives and managed by a Project Director to fulfil and deliver critical business objectives.

This method of operating has been pioneered by John McLaughlin of COGENT Executive.