Interstate Financial Mortgage

The Interstate Group, a division of NatAlliance Securities, LLC., has been serving the institutional investment community since 1975. Operating as an independent broker-dealer, the firm specializes in providing independent research to its clients, a practice integral to their investment decision-making processes.

As an agency-only brokerage firm, The Interstate Group emphasizes its commitment to client needs by operating without conflicts of interest. They integrate trading, sales, and support services, enabling institutional clients to obtain research products and services via commission dollars. This unique arrangement supports a tailored approach to investment execution and research acquisition.

Additionally, The Interstate Group offers a Commission Recapture Program, allowing public and private employee benefit plans to recover commission dollars for their participants' benefit. This can involve providing administrative services or rebating a portion of generated commissions, highlighting their dedication to value-added services beyond direct trading.