We partner with these professional institutions to protect your investments.
Shareholders Service Group is a SIPC* insured Brokerage Firm featuring a wide variety of investment options, competitive technology and an experienced team.
A brokerage firm acts as an intermediary between buyers and sellers to facilitate market transactions. We exclusively use SSG Institutional because they are dedicated to providing high-quality, valued service and they provide account protection as a member of SIPC*.
BNY Mellon's Pershing is the industry's largest provider of clearing, custody and settlement solutions with a commitment to the safekeeping of our global client assets.
A custodian is a financial institution responsible for safeguarding firm’s and individual’s financial assets. We work exclusively with Pershing as our custodian and clearing firm for client funds. Pershing is the largest clearing firm in North America and a subsidiary of The Bank of New York Mellon, which is the world’s largest custodian.
*What is SIPC? SIPC is the Securities Investor Protection Corporation, which protects against the loss of cash and securities held by a customer of a SIPC-member brokerage firm or bank. Click here to understand the role of SIPC.