| Our Services |
PRIVATE CLIENT BROKERAGE
At Podesta & Co., we value strong personal relationships with our clients which allow us to understand their specific goals for their money.
As a full service firm we are dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. We commit ourselves every day to provide clients with excellent service and deliver objective, independent
and personalized financial advice. Our advisors are invested in what matters most – your financial security and independence. We invest time to gain your trust by maintaining close relationships with you to understand your specific needs and risk tolerance.
We then utilize our top-of-the-line resources as well as the knowledge of our experienced advisors to develop a customized roadmap for you, our client, to reach your specific goals.
WEALTH MANAGEMENT
At Podesta & Co., our job is to help you reach your financial goals. Podesta & Co. offers portfolio management to individuals, employee benefit plans, trust and estates, businesses and other suitable investors. This fee based service is a discretionary, customized
investment management portfolio program sponsored by Podesta & Co. which includes;
- an initial analysis of the Client’s investment objectives and needs, with periodic re-evaluations,
- investment advisory services and portfolio management rendered by Podesta & Co.,
- custodial and execution services provided by Podesta& Co.’s clearing firm, RBC CS, and
- portfolio evaluation reports and account related services provided by Podesta & Co.
INVESTMENT BANKING
Podesta & Co. provides investment banking services to small - medium sized firms, primarily in the oil and gas industry, seeking to raise capital through private placement transactions. The firm’s investment bankers and senior advisors have many years of corporate
finance experience and extensive management backgrounds to successfully accomplish your financing goals.
INSTITUTIONAL EQUITY TRADING
Podesta & Co., a certified WBE, operates a full service institutional trading desk, staffed by experienced investment professionals who execute transactions in all domestic listed and OTC stocks on an agency basis. Our comprehensive electronic trading platform
allows our traders to utilize a full suite of algorithms providing access to multiple sources of liquidity. We strive to achieve the most efficient, seamless execution with minimal market impact and we provide electronic connectivity for all our buy-side
clientele. In addition, Podesta & Co. offers program trading execution. We provide pre-trade, intra-trade and post-trade analysis to determine strategies for achieving optimal results. Our focus is on anonymity, ease of execution and dedication to a high
level of service for all our clients.
MUNICIPAL UNDERWRITING & SALES
Since 1990, Podesta & Co. has performed as co-manager in over $24 billion dollars of publicly offered municipal financings. We have achieved this level of success by providing competent, efficient and cost-effective services to meet the needs and objectives
of the issuer. We have experienced professionals capable of delivering exceptional service. As a certified WBE, our firm can fulfill the issuer’s commitment to maximizing opportunities for women-owned businesses.
Podesta & Co. has served the following issuers: The State of Illinois, The Illinois Housing Development Authority, The Illinois Medical District, The Illinois Toll Highway Authority, The City of Chicago, The Chicago Board of Education, The Chicago Park District,
The Metropolitan Water and Reclamation District of Greater Chicago, The County of Cook, IL, The University of Illinois, The Village of Bridgeview, IL and The State of California.
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