BNY Pershing is a subsidiary of BNY, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. BNY Pershing has $2 trillion in global client assets. Their parent company BNY has $50 trillion in assets under custody and administration. BNY Pershing is the primary third-party custodian utilized at Sulzberger Capital Advisors. Pershing LLC serves as the trustee of IRAs under management at Sulzberger Capital Advisors.
RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report - 2023 AdvisorTech Study). For more information, visit https://www.rightcapital.com.
Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. Sulzberger Capital Advisors utilizes Advent Black Diamond’s cloud-based portfolio management platform offering aggregation, performance measurement, customizable reporting and rebalancing, combined with outsourced daily reconciliation with custodians. With anytime, anywhere access for our clients, Black Diamond enables Sulzberger Capital Advisor’s clients to have information on their accounts at their fingertips.
An uncontested authority in reliable, unbiased financial information since 1931 — Value Line Institutional products and services paint detailed pictures of the most significant movements and market trends in the finance industry. There has been an evolution in the delivery of investment research. Value Line’s research looks toward the past to provide detailed historical data, the present to offer the most up-to-date and in-depth information, and the future to apply their expert analysis to forecast upcoming challenges and opportunities – essentially, Value Line provides Sulzberger Capital Advisors with independent investment research.
LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. They are dedicated, open-model partners with a commitment to excellence. With extensive experience, deep knowledge, and worldwide presence across financial markets, they enable businesses and economies around the world to fund innovation and manage risk. They've contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.
CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. CAIS provides streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, and real assets, including real estate and infrastructure. Their platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. CAIS' platform provides investment managers with turnkey access to a growing selection of in-demand funds and products, including structured notes and a broad menu of hedge funds across a wide range of strategies, including long/short equity, event-driven, merger arbitrage, credit/distressed, multi-strategy, global macro, CTA and fund of funds, in developed and emerging markets. CAIS also provides advisors access to direct, secondary, and primary private equity investments, diversified across geographic regions and vintage years.