Whether you entrust your wealth to an Independent Registered Investment Advisor like ReDefine Wealth Management, or to one of the thousands of reps at a large bank, your accounts are held with a custodian.
Custodians tend to be large, reputable banks.
Custodians maintain and safeguard your account(s). They also provide statements, account administration, and transaction settlement.
Doesn't my advisor handle that? Not really...
Many, if not most financial advisors work for custodians, so it can be hard to tell exactly what they do for you.
We work for you, our client. Our custodian is a valued partner, but not our employer. So we receive "client"-service, not products to push. We chose to partner with The Bank of New York Mellon's Pershing Advisor Services.
With over $33.3 Trillion in custodial assets (as of 12/31/17) BNY Mellon Pershing is the World's Largest Custodian.
Financial. Wealth. Estate. Tax. Transfer.
We believe that wealth is best grown and protected through a marriage of sophisticated and personalized planning and global macroeconomic-centric investing.
Macroeconomic. Public Policy. Trend Analysis.
Anecdotal and historical evidence suggest that global monetary, fiscal, and regulatory policies exert an out-sized influence over the fluctuations of asset prices.
Research. Analysis. Liquidity. Pricing. Trading.
Our analysis distills global macroeconomic events and trends into actionable investment strategies, assigning probabilities, volatility levels, and risk parameters to investments.
Allocation. Construction. Management. Monitoring.
While others see only what’s probable, we plan for what's possible through our innovative approach to enhancing traditional methodologies while eschewing the obsolete.