Traditional Investment Managers

With over 75 years of experience, 1.5 trillion dollars in assets, and 1,500 clients worldwide, Pershing has an established track record as a business-to-business provider of financial solutions. It is their reputation as a tried-and-true industry leader that solidified our decision to power our business with their advanced trading systems.

We clear all our investments through Pershing, allowing us to provide our clients with prompt and accurate clearance of their securities transactions. A global company, Pershing possesses multilingual and multi-currency capabilities, with execution capabilities in 45 countries, and is a member of every major US securities exchange, the New York Stock Exchange, and the Frankfurt, Irish, and London stock exchanges. 

** This is a non-exhaustive list of all of our Investment Partners. Please contact us to learn about all of our partners.