Compass Point Research & Trading, LLC's research analysts evaluate the broad financial services industry, financial services sub-sectors and individual securities to help identify investment opportunities for clients. The firm's clients include hedge funds, private equity firms, Registered Investment Advisors, mutual funds, and pension funds, among others.It is up to our research team to identify broad investment themes that may dictate asset allocation to the sector, undervalued securities from companies in a strong competitive position based upon bottom up fundamental analysis, and catalyst driven short term trading opportunities. The firm's success in creating a truly differentiated research product is driven by the broad analysis of securities across the capital structure and a powerful collaborative atmosphere between sector analysts.
Our distribution channel consists of institutional investors with whom we have long standing relationships. Through professional execution and order management, we are able to provide a comprehensive level of service to our clients. Compass Point Research & Trading, LLC's clearing and custodial services are provided by Pershing LLC, a BNY Mellon company. The trading desk at Compass Point is led by a trader with 25 years experience.
Compass Point Research & Trading, LLC is a full service investment bank with a primary focus on financial institutions and real estate companies. We focus on structuring transactions that combine the needs of our corporate clients with institutional investors’ desire to invest in high quality opportunities. Due to our size and focus, Compass Point is able to commit a wide range of resources from our firm to every transaction.