Sales and Investments

O’Connor & Company provides various types of investment products and services for institutional, corporate and individual clients. Our trading, sales and underwriting staff are highly experienced and provide customers with personalized service. O’Connor & Company Securities maintains a proprietary municipal bond inventory and offers a comprehensive line of investment products, including fixed income, equities and mutual funds.

Products

  • Taxable and Tax-Exempt
    Municipal Bonds
  • US Treasury Securities
  • US Agency Securities
  • Corporate Bonds
  • US Equities
  • Mutual Funsd
  • Collaterized Mortgage Obligations

Institutional Clients

O’Connor & Company offers a complete range of services to institutional clients of all sizes, including:

  • Taxable and Tax-Exempt
    Municipal Bonds
  • US Treasury Securities
  • US Agency Securities
  • Corporate Bonds
  • US Equities
  • Collaterized Mortgage Obligations
  • Bond Evaluation
  • Portfolio Analysis
  • Directed research

Individual Clients

O’Connor & Company offers a comprehensive list of investment services for individuals. Our professionals can assess your investment profile and help you develop a portfolio that meets your personal financial goals and needs. O’Connor & Company can help you diversify your portfolio across multiple categories for maximum protection. Our investment services include:

  • Portfolio Creation
  • Investment Leaders
  • Portfolio Analysis
  • Bond Evaluation
  • Taxable and Tax-Exempt
    Municipal Bonds
  • US Treasury Securities
  • US Agency Securities
  • Corporate Bonds

Corporate Clients

O’Connor & Company Securities provides a wide range of finance and investment services to corporate clients, including:

  • Taxable and Tax-Exempt Municipal Bond Financing (short and long term)
  • Limited Placement Financings
  • Money Markey Instruments
  • Taxable and Tax-Exempt Municipal Bonds
  • US Treasury Securities
  • US Agency Securities
  • US Equities
  • Bond Evaluation
  • Portfolio Analysis
  • Directed Research