"The relationship that Bedford and Main assisted us in establishing is a great fit and we are confident that it will prove to be a good long term partnership.”
Suburban Philadelphia, PA (PRWEB) September 14, 2012
Bedford and Main Financial Consulting has negotiated a specialized agreement for the corporate advisory group, Portage Equity Market Advisors, LLC located in Oklahoma City, Oklahoma, a specialist in DTC Advisory Services.
After servicing the community of small issuers requiring DTC eligibility for multiple years, Portage Equity Market Advisors was facing the challenge of finding a DTC participant to support the growth of one of Portage’s core businesses. Offering a very unique service that requires heavy oversight and experience to ensure regulatory compliance requirements are met, Portage was seeking to establish a new partnership with a direct clearing firm committed to supporting and growing their business.
Portage’s co-founder, Keith P. Boyd, noted that “Portage realized that finding the correct partner to support our long-term growth was a significant challenge in that few of the direct clearing members were familiar with our DTC advisory services as a business line. The increased regulatory environment has presented Portage with growth opportunities, and we needed to find the right clearing partner who was both service-minded and mindful of compliance requirements. The relationship that Bedford and Main assisted us in establishing is a great fit and we are confident that it will prove to be a good long term partnership.”
John Foster, President and CEO of Bedford and Main, also viewed the partnership as a great fit as both parties had entrepreneurial cultures and were committed to building the mutual relationship. “Portage Equity Market Advisors presented a challenging assignment. They called upon a combination of our cores services supporting Clearing and Introducing firms along with the transition support we provide for individual Financial Advisors looking to switch their affiliated brokers/dealers. I am very pleased to see such a successful match.”
About Portage Equity Market Advisors LLC
Portage Equity Market Advisors is a strategic advisory firm focused on three elements of the financial services industry: Depository Trust Company (DTC) Advisory, Equity Market Development™ and Exchange Uplisting. Learn more about Portage Equity Market Advisors at http://www.portagellc.com.
About Bedford and Main Financial Consulting, Inc.
Based in suburban Philadelphia, Bedford and Main Financial Consulting Inc. was found in 2012 by thirty year industry professional, John T. Foster. Bedford and Main specializes within the Financial Service’s industry, concentrating on Introducing Brokers and Clearing Brokers. The firm also supports ad hoc customized services developed through a network of partnerships to provide transition support for individual Financial Advisors looking to switch their affiliated brokers/dealers. Learn more about Bedford and Main Financial Consulting at http://www.BedfordandMain.com.