Imagine what you can do with the right partners

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

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BLACK platform

BLACK platform

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

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Marketplace

Marketplace

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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Debbi Frenzel

“The conversion team did a great job getting us through a difficult process. They were proactive and available at all times.”

Debbi Frenzel
Principal/Operations
Cedar Hill Associates, LLC
Rosemont, Illinois


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Daniel Perkins

“Our client service managers are so helpful and easy to work with. Having the same person to interface with over time provides continuity and a small firm feel.”

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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Growing your business

We go beyond processing your transactions to offer best-in-class products, services, research, advisory accounts and more.

Best-in-class resources

Deliver comprehensive solutions

Help clients build, preserve, enjoy and share their financial well-being by offering the products and services available from a leading full-service wealth management firm.

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Dedicated support teams

Experience a team fully committed to you

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

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Expertise and capabilities

Achieve greater productivity, efficiency

Benefit from wealth management expertise, insights and best practices to help grow your business – the way you want it to grow.

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Transition services

Transition your business with confidence and ease

Our team approach provides you with direct access to industry experts who will guide you through all facets of transitioning your business.

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Partnering for your success

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.

Our people
Our people

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

Our culture
Our culture

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