BNY Mellon’s Pershing works behind the scenes on our behalf and provides custody of your assets.
You will see Pershing’s name on your statements, trade confirmations and other notices about your account. Pershing provides a host of solutions to firms like LPG Wealth Management—so we can serve you.
Proven. Tested. Trusted.
You can feel confident that your assets are in strong hands. Pershing is the trusted choice of more than 1,300 financial organizations, representing seven million investors. Pershing is the #1 clearing firm in the U.S.* and is committed to the safekeeping, servicing and reporting of assets for investors like you.
Pershing has been a leading global provider of financial business solutions for 80 years and serves many of the world's most respected financial organizations. Pershing is committed to the safekeeping, servicing, segregation and reporting of global client assets. For more information visit Pershing.com
*Based on the number of broker-dealer clients, Investment News, 2018
Pershing provides certain services on behalf of your financial professional. Pershing provides no investment advice nor does it assess the suitability of any transaction or order. There is no guarantee that any investment strategy or approach will be successful or achieve any particular level of results. All investment products involve risk of principal loss.
Access varies. Contact your advisor for additional information.
Pershing cannot respond to individual account queries. Contact your advisor or financial organization for account details.
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LPG Wealth Management and INFINEX INVESTMENTS, INC are not affiliated entities