About our firm

Global Investor Services (GIS) strives to offer exceptional service based on innovation, utilizing the secure and world-renowned custody, clearing and operations platform of Pershing LLC.

Pershing
Founded in 1939, Pershing, a subsidiary of The Bank of New York – Mellon Corporation, is a leading global provider of clearing and financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent over 5 million active investors.

Financial organizations, investment professionals, and independent registered investment advisors depend on Pershing’s depth of experience and consultative approach to provide them with forward thinking solutions that help them grow their business.

Pershing offers far more than just products and services, together with a Pershing – affiliated firm, clients have access to everything they need to bring their business to a new level working with its customers as strategic business partners.

Located in 19 offices worldwide, Pershing is committed to delivering dependable operational support, robust trading services, flexible technology, and an expansive array of investment solutions, practice management support, and service excellence.

Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange, and the London Stock Exchange. It is also a member of FINRA, NYSE and SiPIC.

Headquartered in New York, The Bank of New York – Mellon Corporation has more than $23.1 trillion assets under custody and administration with $1.1 trillion in assets under management and $11 trillion in outstanding debt. Its strong financial rating, S&P = A+; Moody’s = Aa2 and Fitch = AA -, makes it one of the leading financial institutions with a market capitalization of $55.8 billion; total revenues of $11 billion, with 80% representing fee based revenue; balance sheet assets of $198 billion and a Tier 1 capital ratio of 9.10%. Their return on average tangible common equity, according to GAAP, was of 42.3%. All figures based on Year ended December 31st, 2007.

For more information, please visit www.bnymellon.com and www.pershing.com