Our Services
Portfolio Management
With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.
Lending Solutions
With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.
Retirement Planning
Preparing for retirement is complicated. Whether you are far from retirement or already retired, our team can help you implement an investment strategy and plan to meet your financial goals.
Cash Management
Access banking services such as check-writing, a Visa debit card for purchases or ATM cash withdrawal, automated deposits and withdrawals as well as bill-pay, all through a single investment account.
College Savings Plans
With the price of higher education on the rise, planning ahead for the costs of college has never been more important.
Trustee Services
Leveraging BNY Mellon Pershing’s open architecture platform, The Trust Network, our advisors can provide you access to a wide array of trust services, with a choice of trustees.
International Clients – Offshore Mutual Funds
For investors who reside outside of the US, we offer a comprehensive set of offshore mutual funds, ETFs and alternative products.
Multi-Currency Accounts
Clients can hold cash positions and securities in over 50 foreign currencies and can receive monthly account statements of assets expressed as a value in both US and in foreign currencies.
Clearing and Custody
BNY Mellon
BNY Mellon is the oldest US bank founded by Alexander Hamilton in 1784. Trading under the NYSE ticker symbol BK, BNY Mellon is a leading provider of financial services for institutions, corporations and high net worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client focused team.
BNY Mellon Pershing Clearing
BNY Mellon Pershing is the world’s leading correspondent clearing firm and is a wholly owned subsidiary of BNY Mellon. BNY Mellon Pershing is a member of the New York Stock Exchange and every major US securities exchange as well as a member of the Frankfurt, Irish and London stock exchanges.
Since 1939, BNY Mellon Pershing has been providing brokerage execution, clearance, data processing and financial products and services to introducing broker dealers.
Protection of Client Assets
BNY Mellon’s Pershing has been a leading global provider of financial business solutions for almost 80 years and serves many of the world’s most respected financial organizations. BNY Mellon Pershing remains committed to the safekeeping, servicing, segregation and reporting of their global client assets.
The protection of client assets remains at the center of BNY Mellon Pershing’s focus.