Strategic Partners

We’re independent. We have the freedom to partner with whomever we choose. This has enabled us to customize our organization to best serve our clients.

Visit SitePershing, LLC

Our clearing services are provided by Pershing, one of the world's most trusted names in financial services. Their parent company, The Bank of New York Mellon Corporation, has in excess of $28 trillion in assets under custody and administration. Their technology and efficiency enable Capital Guardian representatives to manage and execute transactions with unsurpassed reliability. Pershing currently services over 100,000 investment professionals and over 5,000,000 individual investors. Pershing was recently rated #1 for Customer Brokerage Statements by DALBAR, Inc., the nation's leading financial services market research firm.