Institutional Fixed Income Sales & Trading


Oak Ridge Financial’s Institutional Fixed Income Sales & Trading professionals source securities necessary for our clients’ growth through our investor clients, partners, and multiple capital markets sources. Our team effort not only provides investment solutions for our clients, it also keeps them as repeat customers. We provide a broad array of sales and trading services to institutional clients. Our experienced professionals deliver specialized execution on a myriad of debt products available in the capital markets.

The group has long standing relationships with a broad range of institutional investors including banks, insurance companies, money managers, public funds, hedge funds and other broker/dealers. These institutions utilize the IFI group to identify and execute appropriate investment strategies. The broad experience of the professionals in the IFI group provides these clients with appropriate security selection as well as competitive execution.

Appropriate investment alternatives in the majority of the fixed income sectors include:

  • Mortgage-Backed Securities (Agency and Non-Agency)
  • Asset-Backed Securities
  • CMBS (Agency and Non-Agency)
  • Treasuries and Agencies
  • Corporate Bonds
  • Municipal Bonds (Taxable and Tax Exempt)


Meet Our Financial Professionals