Resource Partners

Among the various resource partners with whom we work is Pershing LLC, our preferred custodian, responsible for safeguarding our clients’ assets. Pershing is one of the largest U.S. clearing and custody firms. Its parent company, Bank of New York Mellon, has been designated a Global Systemically Important Bank (G-SIB). Operating in 35 countries, Bank of New York Mellon has $58 trillion in assets under custody and/or administration as of June 30, 2025.