Institutional Firms

A Leader in Institutional Services

Our leadership position makes us uniquely qualified to give institutional broker-dealers and investors the superior executions and high-quality products and service they deserve. The exceptional treatment you receive begins with your dedicated institutional relationship management team and extends throughout our entire organization.

For more than 65 years, Pershing LLC has been providing superior execution and clearance services to many of the world's largest and most prestigious financial organizations. Today, Pershing is recognized as an industry leader for reliable institutional trading and settlement.

Dedicated Institutional Team

Pershing prides itself on providing superior service to our customers through a dedicated institutional relationship management team. Starting with the sales process through ongoing support, the relationship management team will go the extra mile to understand your technology, trading, and operational needs, then develop customized solutions to help take your business to the next level. In addition to the relationship management team, our account management group provides world-class operational support with your day-to-day issues and offers direct contact with the operational groups at Pershing. Also, the business development and strategy team offers a wealth of expertise and product knowledge to help clients understand and benefit from all the key features of Pershing's trading products.

Ongoing Education

Our support services do not stop with trade-related functions. The institutional marketplace is impacted by a variety of dynamics, including regulatory, technological, business, and competitive factors. Pershing's Executive Programs offer your firm the opportunity to enhance your knowledge, stay abreast of changes in the marketplace, and network with industry peers.

The Choice Is Yours

Many of the world's leading investment managers, introducing broker-dealers, banks, and insurance companies, rely on Pershing for unparalleled institutional equity services. If you would like to conduct business with an industry leader that has a partnership spirit, contact us today.