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 and allow us to offer you customized service backed by global-scale resources.
Fidelity Institutional Wealth Services
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services, providing rock-solid custodianship, cost-effective pricing and, most importantly, outstanding service. As a subsidiary of Fidelity Inc., it puts the capital, technological resources and expertise of the entire organization to work for you. Fidelity is a family-managed, privately held company with more than 60 years of experience, and has assets under administration of $5.2 trillion, including managed assets of $2.0 trillion as of March 31, 2016.
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 Financial Partners is one of the wealth management industry’s leading independent advisor network. Through Dynasty, we bring our clients end-to-end business support from a proven team and access to distinctive products. Dynasty’s fully customizable platform equips us to offer our clients more efficient, cost-effective and comprehensive service. Its relationships with custodians, asset management firms, research groups and others provide YorkBridge robust back and middle office support functionality allowing us to focus squarely on your needs.
Headquartered in San Francisco, Callan Associates is integral to our ability to offer clients sophisticated and thoughtful advice. Since 1991, Callan has served independent investment advisors, providing research, education, decision support and advice through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group and the Trust Advisory Group. Callan manages upwards of $2 trillion and employs more than 170 people in four regional offices across the country.
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 650 advisory firms that have selected Black Diamond to help manage more than $300 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.