Custodial Choice

As a Portfolio Manager at Pacific West you have the option of using one of four custodians: Pershing, NFS, TD Ameritrade or Schwab.  These leading solutions each offer advantages and we would be happy to help you determine which one best fits your needs.  We also provide our managers with a custodial comparison guide to assist in their decision.

National Financial Services (NFS)

National Financial’s fee-based solutions provide you with choice and flexibility. National Financial offers both fully bundled fee-based programs and individual services to complement an existing program. National Financial offers both the Streetscape platform as well as Advisor Channel to manage your fee-based relationships.
www.nationalfinancial.com

Pershing

Pershing, LLC helps you focus solely on the needs of your advisor clients while they manage the process from consolidated securities processing and reporting to the use of its advanced technology. Pershing offers the NetExchange Pro system to help facilitate your advisory business.
www.pershing.com

Schwab Institutional

Schwab Institutional provides the technology platform, processes, tools and people you need to manage and trade clients’ assets.
www.schwabinstitutional.com/public

TD Ameritrade

TD Ameritrade offers and integrated platform of financial products, technical services and the tools to help investment advisors adapt and grow within today’s advisory climate. These tools are available through their institutional trading system, VEO.
www.tdameritrade.com