Investment Managers

Pershing Serves Investment Managers

Supporting Your Investment Strategies—and Your Growth

Your goal is to deliver the investments your clients expect—along with the business performance your practice needs to succeed.

At Pershing Advisor Solutions, we can help you do both.

We are a new breed of custodian—exclusively dedicated to supporting growth-minded advisors like you who serve clients with complex financial needs.

We provide an unbiased, one-stop gateway to highly sophisticated solutions for your wealthy and ultra-wealthy clients. You can gain access to global execution across equities and fixed income securities in over 60 markets, either through our seasoned trading desks or using our advanced electronic trading tools, seamlessly integrated with your portfolio management system. Our platform provides you a groundbreaking choice of bank or brokerage custody for each high-net-worth client and access to private banking solutions from BNY Mellon.

We also can help you reach your most important business goals—including profitability, growth and scale. Our comprehensive practice management program can help you compete for top talent, manage human capital effectively and increase the efficiency of your business.

Learn how Pershing Advisor Solutions can help you become your clients’ most trusted advisor—and build a business that lasts.

What We Provide You
  • Financial strength to manage counterparty risk
  • Global trading and execution for equities, fixed income and ETFs
  • A wide range of sophisticated investment solutions to meet your clients’ sophisticated needs
  • A purely business-to-business approach, with no proprietary trading
  • A groundbreaking choice of bank or brokerage custody through a single platform
  • One-stop access to private banking solutions from BNY Mellon
  • An acclaimed, highly efficient advisor workstation shaves hours off your day while adapting to your unique needs
  • A superior user experience for clients through a highly intuitive client-facing portal
  • Seamless account opening and onboarding processes
  • One of the industry’s premier thought leadership programs, featuring more than 150 studies and whitepapers
  • Expansive practice management resources to help you manage risk, boost efficiency, optimize human capital and grow your business

Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). 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. Bank custody and private banking solutions are provided by BNY Mellon, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by client as part of a sweep election, assets custodied at BNY Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.

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