
INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES
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OUR SERVICE PROVIDERS
Saxony Securities, Inc.
Saxony Securities, Inc. is a privately held independent broker dealer with
headquarters in St. Louis, Missouri, and locations throughout the United States.
They are a member of The Financial Industry Regulatory Authority (FINRA), as
well as Securities Investor Protection Corporation ("SIPC"). They are licensed in
all 50 states with their owners, directors and principals having over 70 years
combined experience in the industry.
Pershing, LLC
Pershing LLC is a leading global provider of financial business solutions to more
than 1,150 institutional and retail financial organizations and independent
registered investment advisors who collectively represent over five million active
investors. Financial organizations, investment professionals and independent registered investment advisors depend on Pershing's depth of experience and consultative approach to provide them with forward-thinking solutions that help them to grow their businesses.
Located in 19 offices worldwide, Pershing is committed to service excellence and to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions and practice management support. Pershing (member FINRA/NYSE/SIPC) is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish stock Exchange and the London stock Exchange. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation. Additional information is available at www.pershing.com.





Our Service Providers