Safeguarding of Assets

Vere Global investors and advisors need a trusted place to keep their assets. Our boutique style, combined with the safety, stability, and strength of world-class custodians makes us the best of both worlds.

Custodians

 

Domestic Investors

Wells Fargo

Wells Fargo provides the benefits of an industry-leading clearing firm with a long heritage in full-service custody and clearing.

TradePMR

TradePMR has partnered with Wells Fargo. Client assets are custodied and trades are cleared at Wells Fargo. Today, TradePMR is among the leading providers of brokerage and custodial services to financial advisors and is the fourth largest custodian to registered investment advisory firms. (InvestmentNews, August 13, 2014)
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Account Types

Non-Qualified / Taxable Assets

Savings
Brokerage accounts
Trusts
Education funding
Deferred compensation plans

Qualified / Retirement Assets

401k
Rollover IRA
Traditional IRA
Roth IRA
SEP IRA
SIMPLE IRA
Pension
Profit Sharing

Institutional

401k plans advisory & consulting
Non profits foundations
Endowment funds
Brokerage firms
Registered Investment Advisors
Family offices
Pensions