BONDS MADE EASYOutsourced Trading
We Succeed Together
Oppenheimer Outsourced Trading is a strategic partner for RIAs and Broker Dealers. We provide full-service fixed income portfolio support.
We strive to be a meaningful partner to RIAs providing sales support, institutional pricing, access to our trading expertise and our extensive network of trading partners. Whether your client has $10,000 or $10,000,000 to invest, we want to be your fixed income securities partner.
Financial Advisors
We help you elevate your practice. We know that today’s advisors need to be experts in many areas, not the least of which is their client’s goals, hopes and dreams. We’re experienced in the fixed income market so you don’t have to be. Whether you have experience using individual bonds or have never used them before, we’re here to provide the support, knowledge, and access to markets that today’s advisor deserves. RIAs across the country use us to expand their capabilities to better meet the needs of their clients and grow their practice.
Broker Dealers
Elevate your service offering to meet the needs of your advisors. We know that providing your Advisors the tools and resources they need to be successful is critical to your mission. Fixed Income is the largest asset class and the use of individual bonds is becoming more and more essential to help clients meet their financial goals and objectives. Oppenheimer Outsourced Trading can serve as an outsource provider for you. Our team of experienced fixed income professionals can enhance your current offering and be a strategic resource for your advisors.
What We Do to Lift Your Business
Individual bonds play a critical role in client portfolios seeking to provide principal protection, income, and diversification from equities.
The challenge for many advisors is that the bond market is large, complex, and daunting. Help with bonds from a company that knows the market may be what you need. That is why Oppenheimer Outsourced Trading is here to assist.
Explore How We Partner With You Opens in a new window
Michael Gregson
Title:Managing Director
Mike Gregson brings over 30 years of experience in trading and financial services. As the former Head of Trading at LPL Financial, he was instrumental in establishing the firm's Fixed Income Trading Department. In 2011, recognizing the growing potential of the Independent Registered Investment Advisor (RIA) channel, he founded Fulcrum Point Fixed Income Group. The firm was created to provide independent advisors with the education, service, and support they need to effectively navigate individual bonds and achieve success. In August 2024, Fulcrum Point joined with Oppenheimer & Co. Inc., enhancing its ability to serve the Independent RIA market by combining Fulcrum Point's expertise with Oppenheimer’s robust institutional trading capabilities.
John Morneau
Title:Managing Director
With over 25 years of experience in trading, John Morneau is a highly accomplished expert in fixed income securities and financial markets. Throughout his distinguished career, he has built strong relationships with institutional clients at JPMorgan and CRT Capital Group/Cowen, before pivoting to focus on the Independent Registered Investment Advisor (RIA) sector.
In 2019, John joined Fulcrum Point Fixed Income Group, a firm committed to delivering comprehensive support, innovative solutions, and unparalleled access to the fixed income markets. This strategic approach empowers advisors to navigate complex market dynamics and address their clients' evolving needs. In August 2024, Fulcrum Point expanded its reach by merging with Oppenheimer & Co. Inc., combining Fulcrum Point’s specialized expertise with Oppenheimer’s institutional trading capabilities to further strengthen its offerings to the Independent RIA market.