Access to a diverse range of timely, customizable and competitively priced investment opportunities from high-quality issuers is often the first step to reaching specific financial goals. At Incapital, we believe that access combined with the right vision, purchasing power and flexibility are the key elements to creating opportunity and achieving success.
Whether you’re a financial advisor looking for a specific solution or an institution seeking an efficient distribution pipeline, we provide a vast network of financial professionals access to an extensive suite of diverse and competitively priced offerings:
Through our network of broker-dealers and financial advisors, we make available par-priced new issue investment grade, non-investment grade, and non-rated corporate notes on a weekly basis. Additionally, Incapital offers new issue and secondary Medium-Term Notes (MTNs).
Sovereigns, Supranationals and Agencies (SSA)
Incapital is a leading national underwriter of Agency and Supranational securities, including non-callable, callable and step-up notes. Our Agency offerings are sold only by the prospectus or offerings circular and related supplement of the individual issuer.
Incapital offers an extensive range of structured notes and CDs linked to the performance of equities, commodities, currencies or other assets. They may offer full or partial principal protection, pay a variable amount at maturity, or pay a coupon linked to a specific security or index with principal at risk. Subject to the terms and risks contained within the offering documents, Market-Linked Products may include counterparty risk, market risk, and foreign currency risk.
CDs and Bank Funding
Incapital's new issue and secondary CD desk represents over 300 banking institutions for bullet, callable and structured CD issuance. Our CD program offers broker-dealers and financial advisors a wide selection of new issue bank CDs.
Mortgage-Backed Securities (MBS)
Incapital’s MBS desk offers structuring and trading of agency and private label collateralized mortgage obligations (CMOs) and pass-through securities that offer the potential for attractive yields and monthly income in exchange for certain risks, including but not limited to call and prepayment risks.
We offer a suite of annuity solutions from leading insurance companies to help meet client retirement savings or spending needs.