Our Strength is Your Security

Your security, comfort and faith in our ability to serve you are paramount. Our affiliates and partners share two things in common: business strength and high ethical standards.

We have partnered with Fidelity Investments to serve as a custodian of our clients’ assets. With a 75-year track record, Fidelity is one of the most respected and diversified financial companies in the United States. Fidelity’s Clearing & Custody Solutions® works with nearly 13,500 advisory firms and brokers across the country and oversees $4 trillion in assets under administration (as of June 30, 2021). Its innovative technology, platforms and investments solutions are highly regarded by both investment professionals and investors.