June 16, 2016
In our financial advisory role, we seek to work with clients to address the full spectrum of their financial needs. The investments we manage are on the asset side of our clients’ balance sheets, but it is just as important to make good judgments on the liability side. This Navigator is intended to provide useful and actionable information regarding the lending capabilities available at the two main custodians our clients use: Pershing, a division of Bank of New York Mellon, and Charles Schwab. In addition, we discuss other services that these custodians, and their affiliates, offer to Pekin Singer clients.