BNY Mellon/Pershing

BNY Mellon’s Pershing provides a comprehensive network of global financial business solutions, has over 75 years of innovations and experience, $1.6 trillion in global client assets and 1,400 clients worldwide. Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing’s parent company, BNY Mellon, was founded by Alexander Hamilton 233 years ago and has $30.6 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. (All figures as of 3/31/17)

Black Diamond

Powered by the Black Diamond® Wealth Platform, A. W. Jones leverages a holistic, cloud-based portfolio management, reporting and rebalancing system. Highly configurable content allows us to provide our clients with easy-to-use reports and portfolio information where and when they need it most.

Citco Custody And Fund Administration

Citco is an industry leader in custody, fund administration, and fund trading for funds of funds, family offices and institutional investors, offering unrivalled expertise in the execution, settlement and custody of funds from strategic centers around the globe.

ACA Compliance Group

ACA is a leading provider of regulatory compliance products and solutions, cybersecurity and risk assessments, performance services, and technology solutions to regional, national, and global firms in the financial services industry. With offices worldwide, ACA clients include leading investment advisers, private fund managers, commodity trading advisors, investment companies, and broker-dealers.