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STRATEGIC RELATIONSHIP

Selected custodian banks

BNY Mellon | Pershing
$ 2.3 Trillion
Assets Under Management
#1
U.S. Clearing Firm
A clearing and custody services provider with over 80 years of history serving many of the world’s most respected financial firms. BNY follows the strictest regulatory standards along with best practices that make it one of the most trusted banks worldwide.
SIPC © Coverage
Securities in your account protected up to $500,000
Charles Schwab & Co. Inc
$ 3 Trillion
Assets Under Management
#1
U.S. Custodian for Independent
U.S. Advisors
A multinational financial services company specializing in clearing and custody services. With over 50 years of history, it is renowned for its high-level technology and for adhering to the strictest standards designed to keep client assets safe.
SIPC © Coverage
Securities in your account protected up to $500,000
Apex Fintech Solutions
$ 100 Billion
Assets Under Custody
#1
EY Entrepreneur of the Year 2021
A clearing and custody services provider founded in 2012. Deeply grounded in technology, its enterprise-grade platform has been quickly recognized by the financial industry, winning multiple awards for innovation and quality of service.
SIPC © Coverage
Securities in your account protected up to $500,000

ASSET MANAGERS

Our platform allows our clients access to a wide variety of investment strategies developed by leading asset managers around the world.
blackrock
A clearing and custody services provider with over 80 years of history serving many of the world’s most respected financial firms. BNY follows the strictest regulatory standards along with best practices that make it one of the most trusted banks worldwide.
statestreet
It manages $3.2 trillion in assets, offering a wide range of investment strategies, including strategic asset allocation, tax-sensitive, and income oriented portfolios.
jpmorgan
Manages $2.7 trillion in assets, and offers a depth and breadth of investment capabilities covering all asset classes that broadens your choice for diversifying your portfolio, enabling asset allocation decisions to meet investment objectives.
franklintempleton
It manages $1.4 trillion in assets from core-allocation models that seek to maximize returns to income strategy models that seek to produce a steady stream of income.
syntax
Registered Investment Advisor with the U.S. Securities and Exchange Commission. It specializes in developing quantitative investment solutions by merging cutting-edge empirical research with an efficient implementation of financial techniques.
dimensional
It manages $ 659 billion in assets. Founded in 1981, Dimensional Fund Advisors has a long history of applying academic research to practical investing, offering a full range of equity and fixed income strategies.
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