• Serving clients in 50 states, with $2.6 billion AUM and 600 employees worldwide.
  • Access to global resources with the personalized service of a boutique agency.
  • Committed to exceeding client expectations since 1978.
  • A comprehensive suite of innovative Investment Banking solutions.

A Comprehensive Suite of Services

ZacksTrade offers equity-focused hedge funds, investment managers and professional traders market leading prime brokerage and clearing services. We integrate a comprehensive, customizable and scalable platform to help clients manage risk, monitor their portfolios, maintain liquidity and build their businesses.

We deliver a global coverage model with access to 100 market centers in 20 countries around the world as well as timely market color, valuable trading opportunities and insight into market trends to clients of all sizes, from start-ups to multibillion dollar funds.

ZacksTrade offers clients more than just clearing. We differentiate ourselves by integrating all aspects of prime brokerage and by putting our clients' needs first.

Our solutions include:
  • Clearance, Settlement & Custody provides a highly efficient platform for payment, DVP transfers, administration and the settlement of matched transactions.
  • Global Trading on over 100 market centers in 20 countries including Canada, Mexico, France, Germany, Switzerland, the United Kingdom, Hong Kong, India, Japan and Singapore.
  • Professional Traders with over 20-plus years of equity-focused trading experience provide valuable color on the markets.
  • Direct Market Access offers clients access to major equity markets around the world provide speed, reliability and flexibility to help improve the trading performance of your orders.
  • DBA Accounts to protect our clients' discrete trading strategies.
  • Order Management Systems offer the latest state-of-art trading technology from 18 providers including Trader Workstation, Instaquote, Flextrade, Charles River, Moxy and Wolverine.
  • Securities Lending from dual clearing firms combines access to supply, along with seamless global coverage and in-depth market expertise.
  • Excess SIPC insures securities accounts up to an additional $30 million (with a cash limit of $900,000).
  • Margin Rates are amongst the lowest on the street.
  • Portfolio Margin in a balanced portfolio of hedged positions can increase clients leverage up to 6x.
  • New Issue Service provides comprehensive global data on IPO's, SPO's, and convertible bond offerings allowing clients to maximize alpha from the rapidly changing new issue markets.
  • Brokerage Firm Research provides authorized clients with timely access to brokerage firm morning notes, full text research reports, analyst EPS estimates, analyst revenue forecasts, and analyst track records from over 270 contributing brokers worldwide.
  • Intelligent Technical Analysts incorporates textbook technical analysts of Bollinger Bands, Chinese Candlesticks, Money Flow, MACD and Stochastics with professional market insight to provide clients with actionable technical trading ideas.
  • Comprehensive Reporting of activity cover all aspects of clients' account in a customizable format delivered via email, web or FTP.
  • Zacks Research System gives clients internet-integrated screening, analytical and reporting modules to select and view the investment information they want immediately: Research Edge, Trading Strategy Evaluator, Research Wizard, Integrated Company Analysis, Zacks Link, Portfolio Analytics and Rank Analysis.
ZacksTrade is a division of LBMZ Securities.

Contact Us Today

Prime Brokerage

Steve Hinel

Managing Director

(973) 467-2901

shinel@zacks.com

shinel3@bloomberg.net