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.
Wells Fargo provides the benefits of an industry-leading clearing firm with a long heritage in full-service custody and clearing.
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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Non-Qualified / Taxable Assets
Deferred compensation plans
Qualified / Retirement Assets
401k plans advisory & consulting
Non profits foundations
Registered Investment Advisors