SAFEGUARDING OF ASSETS

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 Financial Advisors and is the fifth largest registered investment advisory firms Custodian (InvestmentNews, August 9, 2015). LEARN MORE >

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

 

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 >

VIE SAFEGUARDING OF ASSETS
THIS IS YOUR PEACE OF MIND

Account Types

Online access 24/7 with client login and password

NON-QUALIFIED ASSETS

Savings
Brokerage accounts
Trusts
Education funding
Deferred compensation plans and more

NON-QUALIFIED ASSETS

Savings
Brokerage accounts
Trusts
Education funding
Deferred compensation plans and more

QUALIFIED ASSETS

401k
Rollover IRAs
SEP / ROTH IRAs
Pension
Profit sharing

INSTITUTIONAL

    401K plans advisory & consulting
    Non profits, Foundations Endowments
    Family offices
    Pensions

    INTERNATIONAL

    International trusts
    Non US citizens
    Non US residents