Institutional Services

Equity and Investment Banking

We have an institutional department for high net worth accounts, and money managers.  This department is run by David Metz, who brings 22 years of experience in the institutional arena. We can help raise capital for companies big and small through IPO's, secondary, and private placements.

Corporate services:
Rule 144
Company stock buybacks
Exercise of cashless options
Company retirement plans
Call our Institutional brokers at 877-258-8479 for a sample of our research or to discuss any investment banking opportunities.

Institutional Trading
Our institutional Department executes your orders quickly, cost-effectively and without calling attention to the corporate identity initiating the transaction. Call our Institutional trading desk at 800-916-2190 to place a block trade.

Head trader: Bill Morton
Assistant Trader: Diego Lopez
Backup Trader: Mark Eisenberg

Fixed Income Trading

This department is headed by Richard Seifer, who brings 36 years of experience in the areas of fixed-income trading, arbitrage, market-making, and money management.  We provide a full range of products to cover virtually every need of our clients.  We use systems, such as ABS directly on the NYSE to execute our bond trades.  We will provide markets, information about specific bond issues, yields and yield comparisons, and trade execution. 

International

Seth Cogan ( Managing Director of New Jersey and Israel) started his career in 1989 with Kidder Peabody, as a fixed income bond salesman becoming the youngest vice president in the history of the firm. In 1994, Seth purchased a seat on the American Stock Exchange, trading stock options for himself and a small group of clients which blossomed into building a private client book of business at Merrill Lynch and Prudential before joining Lantern Investments. Seth now resides in Israel with his family and continues to build his business.