Investment Solutions

Expand your possibilities

Pershing can help you bring innovative investment solutions and strategies to market quickly—without the costs and delays of in-house development. Our open architecture approach can help you meet a broad range of investor needs, and features many options to customize your offering.



Our Solutions

Gain access to thousands of alternative investments—all delivered on a platform that is both cost-effective and transparent.

Streamline sales and service of annuities with access to the industry's prominent insurance companies.

Increase your share of assets with a money market sweep program and Corestone® account.

Leverage tax-advantaged education and health savings accounts with fully integrated strategies and technology.

Gain access to load and no-load mutual funds from leading families, along with turnkey outsourcing solutions.

Become clients' preferred source for credit solutions to meet liquidity needs or extend investment power.

Help make your client’s philanthropic vision a reality with donor-advised funds.

Access personal trust services from some of the nation’s most highly regarded trust companies.

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