With no proprietary mutual fund business to distract us, Pershing Advisor Solutions offers you unbiased access to the funds that you and your clients seek. Select from load and no-load options from leading families, as well as thousands of choices available with no transaction fees.
In addition, Pershing's global mutual fund marketplace can help reduce your operating expenses and headaches—because it runs on our infrastructure, not yours. We offer a wide range of turnkey outsourcing solutions for fund screening and selection, administration and account management.
Mutual Funds
- Access to nearly 17,000 load and no-load mutual funds from more than 500 fund families through FundCenter®
- More than 4,500 no-transaction-fee funds from more than 225 respected families available through FundVest®
- A wide range of money market mutual funds and FDIC-insured products
- Access to more than 140 sweep options from 6 different fund managers through our Cash Management Choice Program
- Easy-to-administer equity-dividend reinvestment, funds transfer, and systematic investment programs
- Turnkey online, wireless, and telephone account management options
- Asset-gathering tools
- Valuable news and investment resources accessible through NetX360™, our revolutionary technology platform for investment professionals and registered investment advisors
Exchange-Traded Funds
- Access to all available domestic exchange-traded funds (ETFs) and notes.
- Our innovative ETF Center offers searchable, detailed information on over 1,300 ETFs and exchange-traded notes (ETNFs) and access to robust product and educational materials from many ETF providers, featuring tools, data, and reports from Morningstar®, Inc.
- View daily data for all ETFs in the Morningstar database, articles covering ETF basics, and timely, ETF-specific editorial content
- Find leading or lagging ETFs based on market performance, trading volume, and other criteria, or filter ETFs by category, fund group, expense ratio, and more
- Use cost, returns, time horizon, and other criteria to evaluate which ETFs are best-suited for achieving your clients' financial objectives
Contact us today to gain one-stop access to the funds and support you seek.
Mutual funds are sold only by prospectus and all funds may not be available in all jurisdictions. Please consult the prospectus of each individual mutual fund to obtain additional information, including an explanation of risks, fees and investment minimums.