TRAC Financial Services, LLC (“TRAC”) was founded by two financial industry veterans who have spent their careers serving the needs of numerous correspondent clearing clients in areas such as, but not limited to, operations, product availability, compliance and contract negotiations.
After seeing and experiencing the events that have unfolded in the financial industry in recent years, Ray and Craig made the decision to build TRAC.
The purpose of creating TRAC was to establish a company that would take a “back to basics” (simple, solid, and timeless) approach to business and bring back the values, principals, and fundamentals of business by delivering real value to our customers. Being aware of the many problems and issues that businesses are dealing with, we made the decision to build a business that would offer solutions to deal with them.
We know that entrepreneurial individuals continue to maintain a strong and passionate interest in owning and operating their own firms. They maintain their business today in light of the many issues they must endure which are so much more prevalent today. Firms must deal with the daily issues facing their business; they must conform to the constantly changing regulatory requirements and they struggle to remain competitive in all areas of their business. These are major challenges.
TRAC will work with you in areas such as regulatory, compliance, operations, administration (contract/fee negotiations) thus allowing you to focus on revenue generating opportunities. In addition, TRAC can review and implement modifications to policies and procedures, assist you with risk management and suggest additional product offerings for your clients.
TRAC brings the experience and knowledge to provide a customized service model that will complement the business of our clients.
Like a trusted friend, TRAC is and will be there to assist you. Your business requirements will be executed with the experience and knowledge of years in the financial industry, incorporating key business values and utilizing a knowledgeable, service oriented employee base.