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RIA Operators
Public • 804 • Free
2 contributions to RIA Operators
May 29 in
Pershing Custodian
Does anyone have experience working with Pershing? What do you like or not like? Do they allow alternative investments on their platform? Thank you in advance for any feedback.
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New comment Jun 14
1 like • May 30
Thank you Joe, this is helpful.
0 likes • Jun 14
@Diane Spath Thank you for the feedback. Super helpful.
Jul '23 in
Custodians! How's yours?
A very important part of the tech stack we haven't talked about too much yet! So much of RIA ops has to do with the custodian. What's your main custodian? Are you content with it? Considering a switch?
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45 members have voted
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34
New comment Jun 4
0 likes • May 30
Fidelity Investments is a good custodian, but they are ultra conservative when it comes to investing client assets in alternative investments. The service team has suffered greatly after Covid. As a rule of thumb I call twice to get instructions on unique scenarios because more than half the time I get wrong information. We are searching for a second custodian that is alternative investment friendly.
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