To safeguard our clients’ assets, we have selected BNY Mellon Pershing as our Custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years.
We’re part of the Sanctuary Wealth network, a platform for independent advisors that provides the technology and tools, as well as research and other support services, that allow us to customize our recommendations to align with your risk parameters and return targets.
As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process. eMoney serves more than 2.9 million investors, tracks more than $2.0 trillion in aggregated assets and is used by 46 out of the nation’s top 50 broker-dealers.
