Investment Managers

Investment Managers

At Pershing Advisor Solutions, we give independent investment managers like you the sophisticated resources you need.

Trading Services

  • Streamlined trading and a commitment to the highest-quality execution
  • Access to domestic and international markets and multicurrency capabilities through Pershing and BNY ConvergEx Group
  • Fixed income trading capabilities and Prime Brokerage services

Flexible Technology

  • A single, flexible platform to manage business and investment activities
  • Open architecture, enterprise-wide solutions, and real-time information

Investment Solutions

  • Cash management, lending, funding, managed account, retirement planning, and wealth management solutions
  • Extensive account protection

Service Excellence

  • Dedicated team committed to anticipating and exceeding your needs

Practice Management

  • Extensive programs and resources to help you drive business growth, leverage your human capital, and boost your operational efficiency

Contact us to learn more about how we can support investment managers.


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Customized Solutions for Your Business

Preferred Pricing on Industry-Leading Solutions