Recapture Agent - Donaldson & Co., Incorporated (DCI), an Institutional Brokerage Firm, administers a Commission Recapture Program for the City of Sunrise Police Retirement Plan. Our Atlanta, Georgia based firm was founded in 1984 and was identified by INC. Magazine as one of the fastest growing privately owned companies in the United States.

Pensions, foundations and endowments have begun looking for ways to reduce trading costs. A growing number of these institutional funds have implemented cost-containment strategies such as Commission Recapture Programs. In fact, recent research indicates that more than half of institutions already direct their brokerage transactions.

Brokerage commissions, an asset of the pension plan, are directed through a program such as ours to secure the lowest possible commission rates while insuring fast and accurate execution for the directed managers. These funds can be used to offset plan expenses such as training or education, or simply to reduce the transaction costs of the plan.

Among the advantages we offer over other brokerage firms are Independence, Specialization and Dedication. Our steady growth for the past eighteen years attests to our continued commitment to excellence.

Please visit our website at www.dciatlanta.com to learn more about Donaldson & Co., Incorporated.

Contact information:
  Donaldson & Co., Incorporated
  2859 Paces Ferry Road, Suite 2125
  Atlanta, Georgia 30339

  Phone: (800) 438-4284
  Fax: (770) 333-9050

  Joanne Mascellino, President
  Jennifer Hamilton, Client Service/Marketing Manager
 
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