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 maintain and safeguard your accounts, and also provide statements, account administration, and transaction settlement
These functions may be outsourced to a partner that specializes
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)
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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