Institutional Trading

Providing a more transparent, efficient, and intelligent way to trade.

Request an Introduction
Wall Street
Wall St Building
Stock Market Transactions
Financial Advisory
Stock Trading
Stock Broker
Sophisticated Solutions
OUR SERVICES

Comprehensive capital at scale

Fixed Assets

Fixed Income

Our trading group provides institutional sales and trading across a range of fixed income asset classes, including tax-exempt municipals, taxable municipals, and investment-grade corporates. We leverage the firm's resources and capital to deliver optimal trade execution, strategy, and liquidity for our clients.

Equity Trading

Equity Trading

Our team provides the highest level of client service to public companies seeking to repurchase their shares. Our team engages with Treasury to consult on timing and sales for their purchases, using the volume-weighted average price (VWAP) as our benchmark for best execution.

Request an Introduction

The Zofingen Difference

“Steve is a pleasure to work with, so much so that he has become a friend and confidante. I trust him not only for advice in areas he is most qualified in, but in all areas, he truly cares and will do whatever he can to help. His personal relationship with his clients is a true differentiator.”
Current Zofingen Client
“Steve is compassionate, diligent, trustworthy, experienced, and competent.”
Current Zofingen Client
“Like Stephen personally, but mostly appreciate his diligence and skill.”
Current Zofingen Client
“Our retirement planning has been 100% driven by Stephen for almost thirty years.”
Current Zofingen Client
“Zofingen's values are profound. They are true, genuine, and strong people.”
Current Zofingen Client
“Zofingen understands what we face as entrepreneurs building companies.”
Current Zofingen Client
“Zofingen is a firm that listens and continually focuses on serving clients better.”
Current Zofingen Client
“The team truly understands our family's unique financial situation and goals.”
Current Zofingen Client
“Working with Zofingen has given us confidence in our financial future.”
Current Zofingen Client

Zofingen clients were not compensated via credits or other benefits from Zofingen for providing testimonials. Quotes do not necessarily represent all client experiences. Testimonials verified by Indyfin.

Talk to a Trader

Contact us today to learn how we can help you achieve your financial goals and take the next step toward lasting financial confidence.

Contact Us