Freedom to trade.
No trade-offs.

Services, insights, and advisory solutions that help your financial practice grow without compromise. Sound strategic solutions lead to a foundation for more control and greater reward.
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Strong Alone. Better Together.

Fox Chase supports invesment advisors in the fullfillment of important ongoing back-office operational needs, trade execution, and performance initiatives.

Fox Chase
Join Our Team

BENEFITS :
1
Increase your compensation
2
Widen investment opportunity
3
Attain supported autonomy
Boost growth and operational efficiency with industry experts to assist in the process.

You don’t have to go it alone. Increase overall compensation, manage your book of business, and provide customers with more innovative solutions.

Solutions

Reporting & Analytics

  • Customer Statements

  • Portfolio Analysis

  • Planning

Sales and marketing

  • Collaboration and success tools

  • Business card template

  • Third-party resources

Capital Markets

  • Alternative Investments

  • Fixed Income Department

  • Due diligence team

Pershing clearing services

  • Comprehensive network of solutions

  • Protection of client assets

  • Custody and related services

Integrated technology

  • Customizable investor portal

  • Automated client reporting

  • Paperless e-notification for new clients