Strategic Alliances

Through strategic business alliances we are able to provide the clout of larger firms with the personal touch of a smaller practice.  We affiliate with independent, like-minded organizations in order to provide our clients access to a variety of high quality products and services.

 TD Ameritrade Institutional

TD AMERITRADE is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform coupled with personal support from dedicated service teams, allows us to run our practice more effectively and efficiently, while optimizing our time with our clients.

Additionally, TD AMERITRADE provides a robust offering of products, programs, and services.  They are headquartered in Jersey City, New Jersey.

Pershing LLC

Pershing LLC provides service and technologies that help make successful investments possible. They offer a diverse array of support, including securities processing, trading and operations management, investment technology, asset-gathering solutions, and practice management support.

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. It has U.S. regional offices in Boston, Chicago, Los Angeles, San Francisco, and Charlotte, North Carolina.

Insurance and Annuity Providers
 

We have established relationships with a variety of insurance and annuity product providers.  These relationships give us access to cutting edge products to best meet our client’s needs.  We enjoy access to most of the over 1,500 companies offering products in the U.S. today.

Professional Advisors

We maintain relationships with other professionals such as attorneys, accountants and trust officers who may be well suited to asset our clients in their area of expertise.  We are pleased to work with other professional advisors or assist you with a referral.