Account Aggregation/Custodian

Latest Summer 2017 Quarterly Newsletter January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMís expectations for the markets in 2017, a discussion on small cap equities as well as Timís thoughts on income distributions in retirement. Newsletter & Podcast Archive

For clients who engage our investment advisory services, we custody client monies at Pershing LLC. Pershing LLC is a BNY Mellon company and leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent over five million active investors.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is the oldest private bank in the U.S. and has its roots in 1784. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net worth individuals. BNY Mellon has $25.0 trillion in assets under custody and administration.