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Conifer Securities, LLC
       
 
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Conifer Securities, LLC
 
 
Overview: 

The experienced professionals of Conifer Fund Services bring precision, objectivity and reliability to your middle and back office. Your investors receive personal, customized and dedicated service that meets your highest standards.

Whether you are a start-up manager looking to grow or a large institution leveraging your success, Conifer provides you and your investors with a dedicated and loyal  team of experts to manage your business operations.

Conifer Execution Services (ConXS) is a full service outsourced global trading solution with locations in San Francisco and New York, with access to over 90
brokerage firms on an agency basis.

Conifer provides comprehensive business and technology consulting services for investment managers of varying sizes, strategies and stages of their business life-cycle.
History: 

Our roots go back to 1989, when Conifer's predecessor firm was founded as a 'multi-manager investment platform' comprised of various independent managers supported by a common middle and back office.

In 1999, a group of managing partners and investors refocused Conifer's mission to provide customized middle and back office support to independent money managers and the broader hedge fund industry.

Conifer has successfully expanded its business through the cyclical market extremes of the last twenty years. This in-depth experience and broad expertise provides the stability and support our client partners need in growing their business.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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