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Case Study: Elevate Your High-Net-Worth Approach


Registered Investment Advisor

This Pershing client is an RIA looking to create efficiencies through technology

  • Outstanding loan value of Investment Credit Lines to over $100 million, representing a 320% YOY increase
  • Clients had outstanding balances of $42.75 million, representing a 340% YOY increase
  • Six Jumbo Mortgages closed during this period, bringing the total mortgages to $9.1 million

The development of this program and its success demonstrates our strong partnership between Pershing and this client.

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