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You deserve a trustworthy custodian and a full-service platform. We're here to deliver that and more.

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Explore the mindsets of each generation, the trends shaping the future of investing, and the strategies advisors can leverage throughout the great wealth transfer.

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BLACK platform

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An innovative advisor platform that combines best-in-class technology solutions on one platform, at one price, accessible anywhere

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Marketplace

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An easy-to-navigate search tool, allowing you to browse common business needs by category, and featuring offerings from RBC and partner solutions

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Karin Mueller-Paris

“Despite FVCM being a boutique asset manager and not one of the big firms out there, we are always left with the impression that our business counts and we are 'important.'”

Karin Mueller-Paris
Client Relations
F&V Capital Management, LLC
New York, New York


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Daniel Perkins

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Daniel Perkins
Perkins Capital Management, Inc.
Wayzata, Minnesota


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Martha Robbins

“They understand the requirements and regulations of our complex and dynamic marketplace as a RIA, and are able to provide us, and our clients, with a superior level of service.”

Martha Robbins
President
Five Mile River Investment Management, LLC
Darien, Connecticut


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Your business

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Helping clients plan for retirement may be a big part of your business. Don’t forget to prepare for your own future, too.

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Help grow and preserve your clients’ wealth by offering products and services available from a full-service wealth management firm.

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Estate planning

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Legacy planning is always a value-added service – regardless of short-term market turbulence and economic uncertainty.

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Our teams are devoted to helping you meet your needs with customized service solutions to help grow your business.

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We specialize in providing comprehensive clearing, custody and execution services tailored to meet your needs. Plus, you receive on-going training and a dedicated support team to help your business thrive.


Strength & stability
Strength & stability

We believe you will feel good telling clients about the dependability of the custodian you have chosen for their assets.

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Our people

We are here to help our RIA clients do well and thrive. Our purpose inspires us to give our best every day.

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Our culture

Personalized service, a deep understanding of your unique businesses and a relationship-based approach to help you accomplish your goals.

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