GLOBAL WEALTH MANAGEMENT
CUSTODY & CLEARING
Client accounts are held and securities are cleared through Pershing, LLC, a wholly owned subsidiary of BNY Mellon and member of the New York Stock Exchange. BNY Mellon is the oldest US banking institution, founded by Alexander Hamilton in 1784.
SERVICES
By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.
PROTECTION OF CLIENT ASSETS
BNY Mellon Pershing’s core financial strength provides the foremost measure of the protection of assets held in custody.
ABOUT US
New York Investment Solutions provides global wealth management solutions with unsurpassed client service. We are a recognized global wealth advisor to a select number of high net wealth families with global interests and exposures. With many years of experience, our team is uniquely capable of helping families navigate global financial markets, life milestones, and to ultimately live and leave the legacy they desire
CONTACT US
NEW YORK INVESTMENT SOLUTIONS
48 Wall Street 11th Floor, New York, NY, 10005 (non-branch location)
158 Endicott St, Suite 3, Boston, MA 02113