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Custodians

Raymond James

Raymond James was established in 1962 to champion an entrepreneurial spirit while staying rooted in simple, sensible values. These include conservatism, integrity, and a belief in the vital importance of putting clients first. After 50 years, Raymond James now supports 6,200 financial advisors serving 2.4 million accounts in 2,600 locations throughout the world. The firm has become a respected, global company with distinct business units serving a variety of clients, from individuals and small business owners to municipalities and major corporations. While providing clearing and custodian services, the firm focuses its corporate culture on the independence and objectivity of its clients.

Envestnet

PMC provides an open architecture platform that empowers users with better intelligence to help make financial wellness a reality. The intuitive technology integrates software solutions with a client-focused effort. PMC also provides investment management research and support. With a highly equipped team of over 40 research analysts and strategists, PMC team offers additional expertise in capital markets assumptions, asset allocation, due diligence, risk analysis, and access to managers and solutions.

Falcon Square Capital

Falcon Square Capital is a full-service fixed income broker dealer serving Institutional Investors, Corporations, and Municipalities. Our client-focused Capital Markets approach delivers unique insight to institutional clients investing in fixed income. The firm’s dedication to unbiased research is evidenced in our third-party research platform. Through Section 28(e) of the Securities Exchange Act of 1934, we provide institutional clients a transparent and compliant trading arrangement to gain access to the qualified third-party research of their choice. Falcon Square Capital works with asset management firms, registered investment advisors, corporations, state treasuries and municipalities, depository institutions and trust departments, hedge funds, endowments, and other fiduciaries. We are a woman-owned institution and certified member of the Women’s Business Enterprise National Council.

BNY Mellon

BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting.