Our Strategic Relationships

The operational framework with our strategic relationships intentionally forms a system to protect client assets and information as well as focus on what we do best - deliver competent, objective advice.

A network of trusted financial platforms offering strength, scale and choice.
Pershing/BNY Mellon - Over $46.9 trillion in assets under custody and/or administration.¹
Cetera - $322 Billion in assets under administration; award winning technology and over 1800 home office employees working to provide a service center of excellence.²
Cetera Trust Company, N.A. – national trust bank with trustee powers in all 50 states and credentialed individually assigned trust officers who average 25 years of experience.

_{¹As of June 30, 2023. Source: Pershing At a Glance handout 2Q 2023.}

_{²As of December 31, 2022. Source: Cetera by the Numbers handout May 2023.}