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Our partnerships with multiple custodians offer you flexibility, familiarity, and value.

Freedom of choice

We have clearing and custody agreements with the preeminent custodians in the industry: Fidelity, Pershing, and Schwab. Advisory assets can be held at Fidelity Institutional Wealth Services, Pershing Advisor Solutions, or Schwab Institutional. Broker dealer transactions can be cleared through Fidelity National Financial Services or Pershing Dealer Broker Services. You can also partner with other widely recognized financial services firms as long as your client provides appropriate disclosures and agreements.

Enterprise-level service 

By partnering with us, you gain access to the robust services of the industry’s top custodians and broker/dealers.

Economies of scale 

Our association with the major clearing & custody firms allow you substantial savings through our preferred pricing.