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Strategic Allances

We have stratgic alliances with the following tursted partners that help us provide you with the best possible services.

 

avisen pms outlineThe firm’s name, Avisen, reveals the focus of this company - advice.  Avisen Securities was founded in 2003 as a full-service investment securities firm (broker-dealer) offering investment services to high net worth clients.  Avisen Securities takes great pride in their reputation, success and trust that their clients place with them.

 

logo-brownBrown Robello Capital Management (BRCM) is a SEC Registered Investment Advisory (RIA) and an affiliated company with Avisen Securities.  Ken Brown and Wayne Robello are the founders and principals of Avisen Securities, Inc. and Brown Robello Capital Management, LLC (BRCM).  A registered investment advisor (RIA) is a firm or individual, registered with the state or the Securities and Exchange Commission (SEC), who gives investment advice and manages investments for others, generally for a fee.

 

logo-pershingFounded in 1939, Pershing LLC, a BNY Mellon company, has over seventy years of Wall Street experience.  Pershing has approximately $1.5 trillion in assets in custody (9/30/2015), and they currently serve 1,500 broker-dealers, registered investment advisors and money managers globally. 

Pershing works on behalf of Avisen Securities and BRCM to support your investment goals.  Pershing offers financial services firms a one-stop, full-service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources.  

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