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Our Custodian

Many of our clients want the sophisticated services of a full brokerage account held by our custodian Pershing, LLC (Pershing).  Pershing, a BNY Mellon company, has been a leading global provider of financial business solutions for over 70 years and services many of the world's most respected financial organizations.  Pershing remains committed to the safekeeping, servicing, segregation and reporting of global client assets.  These client assets exceed in aggregate $1 trillion.

As required in a true custodial relationship, Pershing segregates clients' fully paid-for assets from its own to ensure the safe return of client assets.