Academy Securities and ICD Portal Join Forces

/Academy Securities and ICD Portal Join Forces

Academy Securities and ICD Portal Join Forces


Academy Securities and ICD Portal Join Forces to Bring Innovative Cash Management Products and Services to Government and Corporate Investors

  • Academy Securities is our nation’s first and only post-9/11 disabled veteran-owned and operated investment bank
  • ICD Portal is the global leader in institutional trading and investment risk management solutions
  • Joint clients will benefit from Academy Securities’ in-depth financial experience and exceptional client service coupled with ICD’s award-winning technology and global trade desk

San Francisco, CA and San Diego CA, March 29, 2017 /PRNewswire/ — Academy Securities, a California-certified Disabled Veteran Business Enterprise (DVBE), verified Federal Service Disabled Veteran Owned Small Business (SDVOSB) and certified Minority Business Enterprise (MBE) and Institutional Cash Distributors (ICD), the world’s largest independent money market fund portal, have teamed up to provide institutional investors an array of cash management products, treasury investment technologies and professional services.

The Academy Securities/ICD Portal alliance provides highly innovative solutions that also embrace an important social mission. Municipalities, investment management firms, public, corporate and multi-employer pension funds, and other public and private entities can invest through the Academy/ICD alliance to help fulfill diversity and inclusion goals and mandates.

“We were introduced to Academy Securities by one of our Fortune 100 clients who praised Academy’s extraordinary client service, teamwork, loyalty and integrity,” said Tory Hazard, ICD President and COO. “In working with Academy, we have seen firsthand their unwavering adherence to those core values, which will reward joint clients far beyond the diversity credits.”

“While we share many common clients with ICD, we have hundreds of others who can benefit from ICD’s innovative cash management solutions,” stated Chance Mims, Chairman and CEO of Academy Securities and a former Naval Officer. “We are excited to offer ICD Portal along with Academy Securities’ mission driven service to our clients and the rest of the institutional investment community.”

Academy Securities’ customer service team is comprised of military veterans with significant financial market experience. The Academy team will be working with ICD’s Global Trade Desk to help clients achieve their cash management objectives through ICD’s extensive short-term investment products and ICD Portal’s trading, compliance, autopay, integration and exposure analytics technology.

Ed Baldry, ICD CEO EMEA said, “We are extremely proud to be working with these heroes and consider it an honor to partner with Academy Securities on new, collaborative strategies and opportunities that involve our Nation’s veterans.”

“Think about it. In building the best team in the highly competitive securities industry, who better to execute a business plan than military people who have been highly trained for leadership, possess the latest technical skill sets to solve immense problems and adhere to the highest character standards?” asked Phil McConkey, President of Academy Securities. “Our veterans’ ability to perform under incredible circumstances is amazing. There is no better category of professional talent.”

About Academy Securities:

Academy Securities is a preeminent disabled veteran owned investment bank with strength in capital markets, public finance, fixed income and equity trading. Leadership and staff have had intensive military training prior to entering and gaining in depth financial services experience in global capital markets. We are mission driven with a high ethical code, a solid sense of accountability and we strive for excellence in the pursuit of our clients’ success. Intellectual assets, strong visionary leaders and a proud team commitment bring out the best in each other for the benefit of our clients. Academy is our nation’s first and only post-9/11 disabled veteran owned investment bank and is a certified as a DVBE, SDVOSB, and MBE. The firm has a strong top and middle tier client base served by a national platform with offices in New York, Chicago, Boston, San Diego and Chapel Hill. Information about Academy Securities is available at

About ICD:

ICD is the world’s leading institutional investment and risk management company. ICD’s next-generation Software-as-a-Service portal, best practices methodologies and award-winning Transparency Plus® exposure analytics, support corporate treasury with end-to-end solutions. The ICD Global Trade Desk™ provides expert service out of San Francisco, London and Boston. ICD develops its own proprietary technologies through Institutional Cash Distributors Technology LLC in Golden, Colorado. Institutional Cash Distributors LLC is a FINRA/SIPC member. Institutional Cash Distributors Ltd is authorized and regulated by the Financial Conduct Authority in the United Kingdom. For more information, visit

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2017-03-30T17:09:46+00:00 March 29th, 2017|