Partnerships

Pershing

The safety of our client’s assets is our #1 priority, so we have selected Pershing LLC - subsidiary of The Bank of New York Mellon as our custodian for client brokerage account assets. Many of the world’s most sophisticated and successful financial services firms have relied on Pershing as the leader in clearing and custody services for more than 80 years.

Some of the many advantages are:

• Pershing’s parent company, the Bank of New York is the world’s largest custodial bank with over $33 trillion in assets under custody and a top, global asset management firm with nearly $2 trillion in assets under management.

• To further protect your assets, Pershing provides excess SIPC (Securities Investor Protection Corporation) that goes beyond normal SIPC limits.

• W Wealth Advisors, does not hold client assets and client brokerage assets are held at Pershing (or at approved third-party money managers).

Pershing has won many awards and recognitions including:

• Ranked the #1 US Clearing Firm from 2008 through 2021 (by “Investment News”) and is one of the world’s strongest global financial institutions.

• Rated as having the #1 client brokerage statement, ranked among independent broker-dealers (DALBAR, Inc., 2009 through 2017).

• Pershing won BISA Technology Innovation Award, which recognizes leadership in the advancement of the financial services industry's products, services and platforms through technology innovation.