For Immediate Release
April 13, 2011
Contact Information

CastleOak Securities
Sandra Lee

(BPRW) CastleOak Securities Launches Institutional Money Fund Portal

(BLACK PR WIRE)--NEW YORK--(BUSINESS WIRE)--CastleOak Securities, L.P., a leading New York-based boutique investment firm, today announced the recent launch of Money Fund Access, a leading edge institutional money fund portal which leverages State Street’s FundConnectSM platform. With the launch of Money Fund Access, CastleOak Securities continues its mission of providing innovative and strategic value-added financial solutions to its customers.

Money Fund Access will allow investors to conveniently invest in a wide range of institutional money market funds from leading providers through a single, secure interface. In addition, Money Fund Access will provide investors with pre-trade compliance, customized reporting and direct access to a variety of fund information including annual reports and manager commentaries.

David R. Jones, President and Chief Executive Officer at CastleOak Securities said, “I am proud to announce the addition of Money Fund Access to our firm’s roster of value added solutions for our clients. In creating Money Fund Access, we feel that we have a leading-edge money fund portal that will become a valuable tool as our clients continue to manage and improve the way they invest their cash into money market funds."

About CastleOak Securities

CastleOak is a leading New York based minority-owned investment bank with regional offices in Chicago, Atlanta, and Portland. It is managed by a team of seasoned bankers with an average of over 20 years of experience. CastleOak provides sales and trading, capital markets, and financial advisory services. The company offers expertise in primary and secondary market transactions, and is structured to effectively advise its clients on mergers, acquisitions, divestitures, valuations and general strategic assessments.

CastleOak is in a strategic partnership with Cantor Fitzgerald, L.P., a leading global financial services provider to the institutional equity and fixed income capital markets.

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