Chris Hurley, Director at CAPIS, and Stephen Hagan, Managing Partner and Co-Founder of iH2 Advisors & Company, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the importance of best execution across global markets as part of the investment management process.
CAPIS has provided agency execution trading since 1977. CAPIS provides a transparent, unconflicted business model that seeks liquidity and price improvement for its clients across dozens of trading venues. The CAPIS team includes 25 traders with an average of over 25 years of trading experience, who are empowered by technology to route orders to the best venues.
iH2 Advisors performed due diligence on CAPIS, confirming its global execution services to support iH2 Advisors’ iTAMPSM Platform for offshore investors. Best execution across global markets adds value to the platform’s separately managed and unified managed accounts (SMAs and UMAs). Hurley appreciates the focus on treating the trading function as part of the investment management process and not an operational cost.
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