Pershing BNY: A Trusted Custodian Bank
Verdant Financial Advisors client assets are held at Pershing LLC, a BNY Mellon company, a leading custodian bank. A custodian bank is a financial institution responsible for safeguarding and administering assets on behalf of individuals and institutions. As a custodian, Pershing provides secure asset protection against loss or theft. Beyond safekeeping, they offer a wide range of essential services, including trade execution, settlement, and detailed record-keeping. These capabilities help ensure smooth, accurate, and compliant management of investment accounts.