Our Services
Short Coverage
USA First Trust Company's internal access to securities, in addition to relationships with all major lenders, allows us to provide stability of supply and rates and greater protection from buy-ins and recalls. Our clients have 24/6 access to securities lending in major global markets.
Technology
USA First Trust Company Services offers technology solutions that can streamline the borrowing process, including our Web-based Locate Tool, file-based locates and indication of availability, and integration with third-party order management systems.
Transparency
You can use our interactive Securities Finance Market Color Dashboard to help you research investment opportunities. The tool allows for filtering by sector, product type, and difficulty of borrow, and may be used to give you valuable information on locate volume and rate trends.
Our margin financing framework includes:
Portfolio Margin
Arranged Financing
Enhanced Rehypothecation
Tri-Party Capabilities
Capital Introduction

USA First Trust Company Capital Introduction seeks to complement your internal marketing and fund raising efforts through targeted introductions and meaningful discussions. As a value-added resource to our Trust Services clients, our goal is to make quality introductions to a diverse set of institutional investors. Our Capital Introduction network includes Single and Multi-Family Offices, Fund of Funds, Consultants, Endowments, Foundations, Pensions and Seed Investors.
Our dedicated account managers have in-depth securities finance knowledge and employ state-of-the-art tools to provide timely responses on requests for locates, indications, and market color.

Margin Financing
USA First Trust Company Services offers financing solutions to accommodate your business needs and create capital efficiency. Our risk managers use adverse stress testing and in-depth analysis to provide stable and transparent margin requirements on global equities products and select fixed income strategies.

Our program facilitates introductions through various opportunities, such as
Single and Multi Manager Speaking Events, Targeted one-on-one Meetings, Manager Road Show Itineraries,
Thought Leadership Events, Review of Marketing Materials,  3rd Party Research, Industry Insight and Networking