Strategic Relationships

Asset Custodian

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement record keepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.  Working with Fidelity Clearing & Custody Solutions® gives us access to a wide range of products and services that can help us serve the needs of our clients.

Kestra Private Wealth Services

We selected Kestra Private Wealth Services (KPWS), as our strategic partner and supportive platform.  KPWS goes above and beyond. The entire organization is built around doing whatever it takes to satisfy the independent advisors who affiliate with them, so that we can serve you as our client at the highest level. It's that philosophy and structure —and the wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you deserve.  Kestra Financial, KPWS’s parent company has grown rapidly since its inception in 1997, and currently serves more than 1,800 Registered Representatives.  Collectively, Kestra advisors oversee approximately $24.5 billion in client assets under management.

As of Dec. 31, 2018, includes combined revenue of Kestra Financial, Inc. and its subsidiaries

Fidelity Investments is an independent company, unaffiliated with Kestra Financial, Inc. and its subsidiaries. Fidelity Investments is a service provider to Kestra Financial, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Kestra Financial, Inc. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra Financial, Inc. and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 882968.2.0.