Our Partners

We partner with these professional institutions to better serve you:

   

 

investor.com | A consumer advocacy project whose mission is to  promote fiduciary advice and help Americans find a financial advisor they can trust. investor.com uses regulatory data downloaded from hundreds of thousands of regulatory filings from the SEC and FINRA, and collecting 23 million data points in total, their algorithm identifies trustworthy financial advisory firms and advisors and displays the most impactful benefits and considerations.

 

 

 

 

Our Brokerage Firm | Shareholders Service Group is a SIPC insured Brokerage Firm with featuring a wide variety of investment options, competitive technology and an experienced team.

 

 

 

 

Our Custodian | BNY Mellon's Pershing is the industry's largest provider of clearing, custody and settlement solutions with a commitment to the safekeeping, segregation and reporting of our global client assets.

 

 

 

 

Our Client Account Platform  | Pershing's NetXInvestor is an elegant online platform that enables our clients to easily view  account holdings, trading activity, monthly statements and more from any device.

 

 

 

Electronic Signatures | We work with the industry leading electronic signature platform, DocuSign, to allow prospects  and clients to complete and sign necessary forms securely and easily, on their own time.

 

 

 

Education & Resources | A leader in Client Education for the Investment industry, we partner with Broadridge to offer our clients monthly Newsletters, Market Updates and a variety of Resources (articles, videos, flipbooks and more) on our website.

 

 

 

Customer Relationship Manager | We partner with Redtail Technology to securely store and organize client information, records and documents so we can spend less time filing and note taking, and more time working with our clients.

 

 

 

 

 

Additional partners and trusted platforms that help us with day to day business, so we can help our clients plan for their futures.