VIE Invest investors need a trusted place to keep their assets. Our boutique style combined with the safety, stability and strength of world-class custodians make us the best of both world.

Custodians

DOMESTIC INVESTORS

FIRST CLEARING is an affiliate of financial giant Wells Fargo & Company, First Clearing provides the benefits of an industry-leading clearing firm with a long heritage in full-service custody and clearing. LEARN MORE >

TradePMR partnered with First Clearing, LLC, a Wells Fargo affiliate company. Client assets are custodied and trades are cleared at First Clearing. Today, TradePMR is among the leading providers of brokerage and custodial services to investment advisors and specifically tailor its services to Registered Investment Advisory firms  . LEARN MORE >

Learn more about the protection of assets at TradePMR. Account protection information

Domestic & International Investors

INTERACTIVE BROKERS – Interactive Brokers LLC is a registered U.S broker-dealer with the U.S. SEC since 1994. IB LLC is currently licensed with and regulated by at least 16 self-regulatory organizations worldwide and 52 U.S. states and territories. IB LLC and its affiliates are members of roughly 120 exchanges, clearinghouses and trading venues worldwide. IB has regulatory net capital of over $2.6 billion USD, and excess net capital of nearly $2.4 billion. The firm’s global independent auditors are Deloitte & Touche. LEARN MORE >

Learn more about the protection of assets at Interactive Brokers. Account Protection >