Introducing Broker Services

 

With a few decades under our belts, and more than a few grey hairs on our heads, our direct experience has included senior management positions at Introducing Broker firms of all types: regional retail broker dealers, discount web-based firms, and full-service independent brokerage firms. 

As a rule, the best and the brightest management of Introducing Broker firms have no problem admitting when they are facing a challenge that is unfamiliar ground. Universally, the better managed the firm, the more its resources are already concentrated on running the business.

Unfortunately all too often, Introducing Brokers turn to their Clearing Firm as their primary source of help, with limited success. Here’s where a consultant can provide valuable insight as to what’s best for your firm, with your best interests in mind. 

While we don't profess to have all the solutions, we will give you a straightforward, honest answer as to whether we can help solve your problem. Contact us and see if we can help.

 

Our areas of experience and expertise include: 

 

  • HIRING BEDFORD AND MAIN AS A CONSULTANT IN OUR CONVERSION BETWEEN CLEARING FIRMS, WAS THE BEST BUSINESS DECISION I MADE THIS YEAR. Carlos M.
    CEO and Managing Director at a US based Broker Dealer subsidiary of a foreign bank
  • We have been looking for a long time for experience in setting up our clearing operations. We found Bedford and Main (John Foster) through an internet search and we were immediately enthusiastic after we had our first introductory call with John. John has Osi L.
    CFO at an industry leading equity and derivative market making Broker Dealer:
  • John's knowledge of the industry, best practices, and industry trends is top notch. He brought us to a very successful outcome. Carol B.
    Senior Vice President at a financial services Fortune 500 subsidiary
  • We hired Bedford and Main with the end goal of gaining a comprehensive understanding of the clearing landscape. As a new broker/dealer, we had many decisions to make – Bedford and Main was quick to clarify the decision tree for us and help navigate forw Rob G.
    Co-Founder of a Start-up Broker Dealer
  • John has an in-depth knowledge of the operational and regulatory environment for non-US firms. Brendan K.
    Business Development Director at a western European financial services firm
  • I CAN'T SPEAK HIGHLY ENOUGH OF JOHN'S WORK AND STRONGLY RECOMMEND HIM TO FILL ANY FINANCIAL SERVICES CONSULTING NEED. Tim D.
    COO at a privately owned introducing Broker Dealer and RIA
  • We were extremely pleased with the efficiency and comprehensiveness for all of their services. Micah G.
    CCO at a California based introducing Broker Dealer
  • John became a valuable resource during the evaluation of self-clearing and fully-disclosed options from several different vendors. Doug R.
    EVP/CFO at a Kansas based self-clearing Broker Dealer
  • I highly recommend him as a consultant, and I am confident that you will be more than satisfied with his services. Michael S.
    COO at a Connecticut based Broker Dealer and FCM
  • I would highly recommend anyone needing their services to not hesitate getting in touch with John Foster. Keith B.
    Founder at an Oklahoma based Equity Market Advisors Financial Services firm