Raymond James was established in 1962 to champion an entrepreneurial spirit while staying rooted in simple, sensible values. These include conservatism, integrity, and a belief in the vital importance of putting clients first. After 50 years, Raymond James now supports 6,200 financial advisors serving 2.4 million accounts in 2,600 locations throughout the world. The firm has become a respected, global company with distinct business units serving a variety of clients, from individuals and small business owners to municipalities and major corporations. While providing clearing and custodian services, the firm focuses its corporate culture on the independence and objectivity of its clients.

Citi Private Bank is a world-leading provider of custody services, with a global network spanning more than 100 foreign markets. As one of the best capitalized financial institutions in the world with approximately 200 million customer accounts and doing business in more than 160 countries and jurisdictions, Citi is truly a global Private Bank providing institutional capabilities. Offering customized services from banking and cash management to lending and investment strategies, trust and specialized services help streamline daily operations and maximize yield.

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Interactive Brokers conducts its broker/dealer business on over 120 market destinations worldwide. In its broker dealer agency business, IB provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds, CFDs and funds worldwide. Interactive Brokers Group and its affiliates execute nearly 1,000,000 trades per day. Interactive Brokers is headquartered in Greenwich, Connecticut and has over 1,100 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China and Estonia. IB is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.

BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting.