• Operational Support
  • Clearing and Settlement
  • Compliance Tools
  • Custody Services
  • Billing Services

• Trading Services
  • Best Execution
  • Equity Trading
  • Fixed Income Trading

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events and Workshops
  • Marketing Services
  • Training Services
  • ValueAlliance®

• Service Excellence
  • Quality Management Process
  • Reliability

Fund Solutions

With no proprietary mutual fund business to distract us, Pershing Advisor Solutions offers you unbiased access to the funds that you and your clients seek. Select from load and no-load options from leading families, as well as thousands of choices available with no transaction fees.

Plus, Pershing's mutual fund marketplace can help reduce your operating expenses and headaches—because it runs on our infrastructure, not yours.

Fund Choices

• More than 14,500 mutual funds from over 380 fund families through FundCenter, our mutual fund marketplace
• A wide range of money funds and FDIC-insured products
• More than 100 money fund sweep options from 7 different fund managers with our Money Fund Choice Program
• Tools and information on more than 800 exchange-traded funds (ETFs) through Pershing's ETF Center, featuring advanced search functionality that allows customers to identify ETFs that meet specific investment criteria
• A selection of over 2,600 funds from more than 160 fund families through FundVest®, our no-transaction-fee mutual fund program

Account Management Tools

• Equity-dividend reinvestment
• Funds transfer
• Systematic investment programs
• Online, wireless, and phone account management options through the account administration platforms of FundCenter

Contact us today to gain one-stop access to the funds and support you seek.

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Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC.
Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Trademark(s) belong to their respective owners. For professional use only.