With The Investment Center, client brokerage accounts are held by Pershing LLC. Pershing LLC has been a leading global provider of financial business solutions for over 75 years and serves many of the world’s most respected financial organizations, remaining committed to the safekeeping, servicing, segregation and reporting of assets held in custody.
Pershing’s core financial strength provides the foremost measure of the protection of assets held in our custody. Pershing's parent company, BNY Mellon, is a leading provider of financial services for institutions, corporations and high-net-worth individuals. Pershing’s financial strength does not protect against loss due to market fluctuation.
Pershing has over $1.5 trillion in global client assets. (Pershing LLC and global affiliates)
BNY Mellon has $29.5 trillion in assets under custody and/or administration.
Our relationship with Pershing offers you access to NetX360®, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360® offers one complete solution to efficiently manage your entire business, whether commission or fee-based.