Westrock Institutional Group
We provide financial advisory services to public and private companies. Our product offerings include a full range of investment banking products including equity, fixed income, research and corporate finance.
Our execution services include International and US Equities and Options. We currently trade in the following markets:
- Asia Pacific
- Europe
- Latin America
We offer high quality, professional and confidential order execution for institutional clients. Our partnerships with Bloomberg and National Financial Services (Fidelity), allow us to operate an open-systems architecture designed to support client’s trading needs. We offer enhanced connectivity from client’s proprietary systems or their third party order management systems to our systems on a real time basis.
Our Tribal Services Advisory Group provides financial advisory services to the Lower Brule Sioux Tribe and tribes throughout the country. Our capabilities include both public and private debt and equity financings. We are forming a Community Development Entity ("CDE") to help tribes deploy New Market Tax Credits as well as provide loans for tribal entrepreneurs. We also advise tribal entities on setting up 8(a) businesses to pursue government contracting opportunities.
Customized Quantitative Research
Westrock Advisors is currently establishing procedures to distribute proprietary research with firm approval.
We focus on a multi-stage investment thesis tailored to a clients needs - from specific industry analysis, to geographic to global macroeconomic strategies. Our philosophy is to initially focus on broad global macroeconomic variables, then identify key country and industry trends and then deep dive into those strategic areas using robust factor back-testing strategies.
Our Research Analysts utilize a qualitative perspective at the outset to avoid spurious correlation, in order to aid in sound economic rationale prior to any factor being researched. Long/short portfolios are constructed by applying a multiple of buy/sell rules and trading cost assumptions. We do not aim to discover just alpha for our clients, only to find it eroded by trading or other market impacts. We aim to realize profits, not just paper alpha.
