At Pershing Advisor Solutions, we give independent investment managers like you the sophisticated resources you need.
- 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
- A single, flexible platform to manage business and investment activities
- Open architecture, enterprise-wide solutions, and real-time information
- Cash management, lending, funding, managed account, retirement planning, and wealth management solutions
- Extensive account protection
- Dedicated team committed to anticipating and exceeding your needs
- 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.
Discover the shifting trends in mergers and acquisition activity and learn how to best take advantage of the changing environment in Real Deals 2008: Definitive Information on Mergers and Acquisitions for Advisors.
Armed with the knowledge of the challenges your firm faces, Pershing Advisor Solutions has leveraged its scale and buying power to access many of the industry's leading providers at beneficial terms in our ValueAllianceSM program. Pershing Advisor Solutions works on your behalf to negotiate the best deals and the most relevant, competitively differentiated offers to meet your needs.
Wondering if becoming an independent registered investment advisor (RIA) is right for you? Destination RIA: What to Expect and How to Prepare provides the information and tools to make an informed decision on how to transition successfully.
We are dedicated to helping you make a rapid and informed career transition. An Advisor's Guide to Establishing an Independent Practice helps you understand the process and answers your questions about starting your own business.
Read about trends in human capital management and learn critical insights into how your firm can better attract, retain and develop talented professionals.
Pershing Advisor Solutions provides a comprehensive range of institutional quality solutions to meet virtually every need combined with a uniquely consultative approach.