We’re independent. We have the freedom to partner with whomever we choose. This has enabled us to customize our organization to best serve our clients.
Visit SitePershing, LLC
Our clearing services are provided by Pershing, one of the world's most trusted names in financial services. Their parent company, The Bank of New York Mellon Corporation, has in excess of $20 trillion in assets under custody and administration. Their technology and efficiency enable Capital Guardian representatives to manage and execute transactions with unsurpassed reliability. Pershing currently servies over 100,000 investment professionals and over 5,000,000 individual investors. Pershing was recently rated #1 for Customer Statements by DALBAR, Inc., the nation's leading financial services market research firm.
Visit SiteAltegris Investments
Altegris Investments provides what we believe to be a premier platform of alternative investments that can potentially meet the needs of our financial advisors and sophisticated investors seeking portfolio diversification with historically low-correlated investments. The Altegris team of more than 60 professionals sources, selects and negotiates capacity with hedge funds, managed futures, and other alternative investments. Currently, investors have allocated more than $2.4 billion in trading level to alternative investments available through the Altegris platform.
Investments on the Altegris platform access what we believe to be high-quality product in the alternative investment universe, including many global, award-winning managers. Their platform is designed to facilitate access to premier managers for qualified and suitable investors at sometimes lower investment minimums. Focused solely on alternatives, the Altegris Research and Investments team is dedicated to sourcing, evaluating and monitoring premier hedge funds, managed futures funds and programs, and other alternative investments.
