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 $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: https://www.securian.com/about-us/our-company.html}