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Brokerage
Brokerage services have been the foundation of our firm and its predecssor for over 30 years. Although we are an independent firm based in Austin, we have access to a full range of brokerage products and services through our custodial partner Pershing LLC. Pershing is the largest provider of custodial services to the independent broker/dealer market and a subsidiary of the Bank of New York.
Defined Contribution Plans
Through a partnership with Austin Trust Company and a third party administrator, we offer Austin area companies a solution for their 401(k) plans.
Consulting/Planning
Our clients often have needs outside of our core competencies of asset management and brokerage services. In that situation we work with outside providers to provide solutions for our customers.
