Custodial Services

Partnervest advisory service supports an open architecture platform which includes a choice of custodians that best matches the way you do business. Each custodian offers financial stability, data security and a reputation for integrity.

Pershing       Pershing /Bank of New York Mellon 

 

       Fidelity Institutional Wealth Services

 

Schwab       Schwab Institutional

 

                                 TD Ameritrade Institutional


Discuss the right choice for your practice.