Behind the Scenes

For custodial services, we have chosen Pershing Advisor Solutions LLC and its affiliate Pershing LLC to work on our behalf. Pershing provides us access to the most advanced investment capabilities available, from fast, precise trade execution and settlement to accurate, timely account statements. Pershing maintains comprehensive security methods and well-developed contingency plans to safeguard your account information, and they support efforts to go green by offering you the option of electronic delivery of your account statements and trade confirmations.  With Pershing's sophisticated technology in place, we can minimize the time spent on administration and processing and focus on your individual investment goals.

 

Founded in 1939, Pershing has over $802.7 billion¹ in assets held in custody and serves 1,150 broker-dealers, registered investment advisors and money managers globally.  Their parent company, The Bank of New York Mellon Corporation is the world's leading provider of securities services and a top global asset management firm, with $22.4 trillion in assets held in custody and administration.¹ 

---