We believe the most effective way to achieve consistent, long-term results is by delivering an exceptional service experience and establishing trusted and collaborative relationships with you and your family.
We also coordinate with your estate attorney, accountant, and other advisors to tie the pieces together.
Our independence allows us the freedom to continuously study and align the best solutions, tools, and resources from across the industry.
We have chosen BNY (Bank of New York) Mellon Pershing, the largest custodian in the world, to custody our client assets. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years.