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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Engage with each generation

A guide for financial advisors

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

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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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 our resources and insights, as well as best-in-class products and services.

Tax strategies

Help clients make smart financial moves to close out 2018

Year-end moves that advisors might want to suggest to their clients.

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Deliver comprehensive solutions

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

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Charitable giving

Help clients put their charitable dollars to work – wisely

Encourage clients to make sure their charitable gifts are well spent.

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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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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.