Pershing, a BNY Mellon company, and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.
Since 1987, Laserfiche Enterprise Content Management software has been trusted by more than 35,000 organizations worldwide to manage, secure and share information. As a privately-held company based in California, Laserfiche develops solutions for capture, workflow, forms, e-signatures and case management that help organizations drive business value—and make timely, informed decisions.
Along with winning industry awards, Laserfiche has also set the industry standard with a Department of Defense 5015.2-certified records management solution.
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
With $1 trillion in total assets under management,* and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. Our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-asset class solutions that are available in a variety of investment vehicles.
Learn more at northerntrust.com/strength.
*Represents total assets managed by the subsidiaries of the Northern Trust Corporation as of June 30, 2017.
Live Oak Bank
At Live Oak Bank, we specialize in financing for Investment Advisors. Our dedicated lending team has the industry expertise to understand what you do. They guide clients through the lending process with knowledge and experience, aiding in the success of the loan. Our interactions with clients extend beyond closing to ensure a lasting relationship focused on the success of your business. With Live Oak, you get a long-term financial partner that believes in you and your firm. We know you can grow and we want to help.
Since 2013, we have lent over $400 million to investment advisors for succession, acquisition, working capital, refinance and more. During this time, we have won numerous industry awards for the positive impact that our game-changing financing has had on the industry, a historically “underbanked" industry with limited access to capital. Today, Live Oak has one of the strongest loan portfolios in the country and is a financing leader in the Investment Advisory industry.
Live Oak makes it easy for investment advisor professionals to build firm value by providing affordable, flexible business loans. Our Investment Advisory Lending Team is the financing partner you need.
Contact the Live Oak Bank team for more information:www.liveoakbank.com/advisory
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