Company Overview

Investment managers come to Conifer because we offer professional and comprehensive solutions to their business challenges. Our client partners remain with us because we provide boutique level service across a complete suite of best-in-class services customized to meet their needs.

Conifer Securities, LLC is a leading service provider that offers a broad range of customized, cost-effective solutions for today's investment managers. Whether you are a start-up manager or a seasoned group looking to grow, Conifer can provide you and your investors with a team of experts who will manage your middle and back office operations so you don't have to. Our Value Proposition is quite simple: Outsourcing your operational needs to Conifer will allow you to focus on what you do best – portfolio management.

Conifer's founding partners offer more than 70 years of industry expertise – their wisdom and experience become yours. Our comprehensive suite of middle- and back-office solutions include Global Fund Accounting and Administration, Trade Execution, Trade Operations, Compliance, Corporate Accounting, Facilities, IT and Business Services.

We invite you to contact us to learn more about the benefits of outsourcing these requirements to Conifer.