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.

Our Strategic Relationships

  • 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.