Deep Bench with a High Level of Trading Expertise
Dalzell Trading has brought together highly skilled traders from the buy-side and sell-side to provide our clients with a unique solution to their equity and options trading needs. Our team includes former Heads of Trading at BlackRock, Goldman Sachs, Wells Fargo, Wainright, Schneider Capital, Oppenheimer Funds, Bear Stearns, and Rochdale. Our seasoned traders have experienced Black Monday, the dot-com crash, the financial crisis, protecting from predatory HFT, and the present environment. Unlike most firms, we have no junior traders.
Our scope of experience gives us an unparalleled perspective of your trading needs. We are experienced in trading for virtually all types of managers, algorithmic trading, block trading, options trading, basket trading, and protecting trades from predatory high frequency trading.
No two clients are alike, so Dalzell Trading provides our clients with custom-built trading solutions based on their specific needs. We have experience trading for every type of client (hundreds of managers over our careers). From a $100 billion fund at BlackRock, a $30 million quantitative hedge fund, a healthcare hedge fund, or a long/short TMT fund, we have seen and done it all.
Our traders have covered their manager's needs during a wide range of market conditions, from severe corrections to benign markets, to bull markets. We are not the typical prime broker or sell-side trading desk where most of their traders may have less than five years of experience -- often complained about as the "juniorization" of sell-side coverage.
View Us as Your ALIGNED Buy-Side Trading Desk
At Dalzell Trading, we don't think of our Firm as "outsourced", but as a Firm ALIGNED with YOUR strategy and best interests.
We will partner with you to solve your complex trading issues & provide unique solutions that are ALIGNED with your interests and needs -- We have the experience and platform to unlock and deliver solutions that Wall Street had previously reserved for only their largest clients.
We combine current trading technology with the skills of our highly experienced traders to tailor trade execution solutions that are specific to each client’s needs. We have created a client-focused approach at Dalzell Trading that fosters professional and close-knit trading relationships with each client. We ask "what is important to you?", we gain an understanding of your investment strategy and your desired trading outcomes, and then we develop trading strategies that work best for you.
This allows us to execute as your dedicated buy-side trading desk. We are an independent, conflict-free firm – this is unique in the world of outsourced trading. Our clients trade with anonymity as our counterparties only see Dalzell Trading executing trades. Additionally, we protect our client’s orders from information leakage as we do not “shop” orders to the street and we have no prop trading – further ALIGNING the interests of Dalzell Trading with our clients’ interests.
We will also act as an extension of existing buy-side trading desks who wish to keep their in-house traders. Traders can utilize our exclusive, proprietary trade execution venues & strategies. Additionally, managers who wish to have a robust DR/BCP are able to retain Dalzell Trading for complete trade execution services during disaster recovery or when traders are out of the office.
Regulatory Advisory Services
Our team of experienced professionals can provide unique solutions to many of the regulatory challenges that professional money managers face today. We have advised and consulted for large institutional managers and start-up managers providing best execution policy and procedure, best trading practices, and compliance solutions. Our experience providing solutions to clients in these areas gives us a unique value add for our clients.
Outsourced Trading FAQ
We improve each manager's ability to achieve best execution by allowing them to focus on portfolio management and asset gathering, while we focus on their trading. Dalzell Trading provides equity and options trading to Hedge Funds and Investment Managers, alleviating or augmenting each manager’s need and fixed expense of hiring in-house traders. We become your outsourced buy-side trading desk with a focus on best execution and providing a higher level of trade execution and service than typical inexperienced sell-side desks, prime brokers, and custodians that are used by most managers. We will also act as an extension of existing buy-side trading desks who wish to keep their in-house traders; this typically includes access to our proprietary trade execution venues and strategies, and our DR/BCP solution.