Our clients are, in effect, clients of The Street as we are in a unique position to offer a spectrum of the most advanced services and strategies from the world’s best providers. In order to select the vehicles most appropriate for your current circumstances and future plans, we’ve formed strategic partnerships that assure access to a fully integrated platform of options that allow us to offer you customized service backed by global-scale resources.
Fidelity Clearing & Custody Solutions
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com
Schwab Advisor Services
With 1,800 dedicated professionals, Schwab Advisor Services provides custodial, operational and trading support to 7,000 independent registered investment advisors like YorkBridge Wealth Partners. With $1.13 trillion in assets under management (as of April 30, 2015), Schwab affords our clients the safety of its size and financial strength. By tapping its streamlined functionality, we’re free to focus on what matters most to you — secure custody and outstanding service — not back-office administration.
Dynasty Financial Partners
Dynasty’s fully customizable technology platform gives YorkBridge Wealth Partners end‑to‑end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient and comprehensive services. Dynasty’s relationships with the world’s best‑in‑class portfolio managers, research firms and other providers allow us deliver objectivity, transparency and trust.
Envestnet Portfolio Management Consultants
Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.
Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best – fulfilling your objectives with outstanding service and total transparency – we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 1,200 advisory firms that have selected Black Diamond to help manage more than $600 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.
YorkBridge Wealth Partners LLC is not affiliated with the entities listed above.