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.
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.
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