• Overview
• Brokerage Services
• Advisory Services
• Third-Party Management
• Account Forms

Brokerage Services

Through our broad access to financial markets and specialized brokerage services, we can help implement and execute on your investment strategy by leveraging our global insights across all asset classes. We also always aim at providing an efficient, seamless and best execution to our clients. We can transact in U.S., Global and Emerging Markets Fixed income and equity securities.

Our brokerage service process is as follow:

• We work with you to help identify investment options that best fit your investment profile and secure your financial objectives. You make the final decision.
• We provide a detailed explanation of these investment options enabling you to make an informed decision.
• We help to execute on your investment strategy in your account held at Pershing LLC, a BNY Mellon company and the world’s largest clearing firm operating in more than 60 countries.

Please note that you can also use our brokerage platform to implement and execute on your investment strategy and then deliver the securities to the bank and/or custodian of your choice (DVP).