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icn-startup02Core Bridge provides new and emerging portfolio managers the freedom to focus on investing client assets by seamlessly addressing the operating needs of the business. We establish the backbone of your organization efficiently and cost-effectively, so you can focus on building a performance track record. Key issues addressed include:

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   Trading

  • Local Access Globally
  • OMS & Systems Setup
  • Data Feed Sourcing
  • Broker Accounts
  • Commissions Management
  • Strategy-specific Needs

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Governance & Administration

  • Custodian/Prime Brokerage Accounts Globally
  • Administrator Onboarding
  • Entity Structuring & Formation
  • Regulatory Registrations
  • Documentation – Offering, Funding, Operating

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