Your needs aren’t singular. Neither is your team.

Strategic Partners

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Osaic Wealth, Inc.

REGISTERED INVESTMENT ADVISOR / BROKER DEALER

Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional. *(as of 09/01/2024)

  • 11,000+ financial professionals

  • 270+ financial institutions

  • $700 B+ Assets Under Administration*

CLEARING, CUSTODY & PRIVATE BANKING

BNY Mellon’s Pershing is a leading provider of clearing and custody services. Pershing works behind the scenes on behalf of your wealth manager or financial firm to provide a variety of services and custody your assets.

Pershing has been a leading global provider of financial business solutions for 85 years, so you can feel confident that your assets are in strong hands. Pershing is the trusted choice of approximately 1,100 firms, representing more than 8 million investors and over $2.5 trillion in global client assets (as of September 30, 2024), and is committed to the protections, servicing and reporting of assets for investors like you.

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BNY | Pershing

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Premier Trust

TRUST SERVICES

Premier Trust exclusively administers trusts and estates in collaboration with a client’s existing financial and legal professionals. 

Premier Trust does not offer investment management services or sell investment products. This is very different from traditional banks and trust companies that typically require trust assets be managed by them. Our advisor partners manage the investment of their client’s trust assets.