Pershing
Working with Pershing, you can outsource the costly and time-consuming process of creating new investment offerings—yet still offer customized solutions under your own brand. We offer an end-to-end solution that includes highly competitive products, consulting and training to bring your professionals up to speed, and a full suite of analytic and reporting capabilities. Our investment solutions can give you a strong head start in gathering assets, acquiring clients, and strengthening relationships.
A Broad Range of Innovative Investment Solutions
- Cash Management Solutions - Broaden your services and streamline your clients' financial lives
- Fund Solutions - Access more than 16,500 mutual fund choices, plus one of the industry's largest no-transaction-fee offerings
- Lending Solutions - Help your clients meet liquidity needs or extend their investment power
- Managed Account Solutions - Choose from a range of innovative open-architecture and turnkey programs
- Retirement Planning Solutions - Grow your retirement business with our customized programs, marketing solutions, and support
- Wealth Management Solutions - Strengthen client relationships with solutions to help maintain, grow, and safeguard wealth
We make it easy for you to incorporate our investment solutions into your existing business model with flexible technology and unparalleled support.
Contact us today to learn how Pershing can help you offer competitive investment solutions.
Pershing's Mutual Fund Only IRA is a cost-efficient way for your clients to achieve broad diversification across multiple fund families.