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 $33 trillion in assets under custody and/or administration.1
  • Securian - A fortune 500 company with over $93 billion in assets under management.2
  • Securian 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 December 31, 2018.  Source: Understanding the Protection of Client Assets handout 4th Quarter 2018.

2As of December 31, 2019. Source: