Does Your Advisor Work for You?

Most financial advisors work for custodians

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 accounts, and also provide statements, account administration, and transaction settlement

These functions may be outsourced to a partner that specializes

At ReDefine we work exclusively for our clients

ReDefine is employee owned and completely independent. Our account custodian is our valued partner - 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 - BNY Mellon is the World's Largest Custodian with over $33.3 Trillion in Assets (as of 12/31/17)  

Learn More About BNY Mellon

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RWM prepared this material for informational purposes only and should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. It is not our intention to state or imply in any manner that past results are an indication of future performance. This material does not constitute financial, investment, accounting, tax, or legal advice. It does not constitute an offer to buy or sell or a solicitation of any offer to buy or sell any security/instrument, or to participate in any trading strategy.  


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