Safeguarding our client’s hard earned money is our top priority. We have done our homework and researched extensively to find the right platform for our clients.
Our broker dealer is Sagepoint Financial and was founded in 1970. With over 45 years of experience and success in the financial industry and in association with the Advisor Group with over 6,000 advisors nationwide, it is one of the most established independent broker-dealer networks in the country. Sagepoint is a member of the Security Investors Protection Corporation – SIPC.
Our custodian is Pershing LLC. Pershing is a BNY Mellon company with almost $30 trillion in assets under custody and/or administration. To learn more, simply follow the link: