Small-Mid Size Firms
Pershing Services for Small to Mid-Size Firms
In an age of increased competition, Pershing's Direct Brokerage Services (DBS) division provides innovative middle-office solutions for start-up, small, and mid-size brokerages. DBS gives you access to Pershing's extensive operations and administrative resources while also allowing maximum control over your expenses. You will receive our highest level of personalized service, delivered in a way that minimizes your need for expensive equipment and personnel. DBS customers enjoy the ability to:
DBS offers one of the most comprehensive packages available in the financial services community today. Our wide array of products and services gives your investment professionals, and their clients, the solutions they are seeking to help reach more investment goals. DBS professionals work hard alongside you to meet your firm's unique and ever-broadening needs.
Variable Cost Approach for DBS Customers
DBS lets your firm take advantage of traditional clearing firm benefits to more efficiently utilize your resources. Because you pay for services as you use them, the majority of your operational costs are variable rather than fixed. Keeping variable costs in check is especially critical during periods of expansion. DBS can help you maintain profitability as your business acquires more assets, and help you identify the point at which it makes sense to make investments in infrastructure.
Leveraging Technology for DBS Customers
Getting information online no longer offers a competitive edge; it is a business necessity. DBS offers you connectivity via the Internet for technology solutions. Depending on the options you choose, these powerful resources can give you, your investment professionals, and your clients' online access to trades, positions, balances, and account history, as well as market research and quote information.
A Strategic Relationship with DBS
Your mission is two-fold: attracting investment professionals and gathering assets. Achieving your goals requires the right investment tools and vehicles. A relationship with DBS can help you succeed by assisting you with the operational end of the business, so you can concentrate on developing client relationships. You can count on us for top-quality trade executions and clearing. You will also enjoy access to managed account programs, a full range of retirement products, and an asset management account. Your DBS team can help you assemble the right product offerings for your market niche. Of course, user-friendly brokerage account statements and timely trade confirmations are standard issue.
