Your Client Support Team

Keystone Financial Management has supported Financial Professionals Since the 1950s. Today, the team we are associated with supervises our client interactions, acting as a liaison between our broker-dealer and industry regulators.

Staffed with experienced administrative professionals here to support and assist us as needed, Keystone Financial Management oversees client interactions to maintain compliance and quality.

Osaic, an independent broker-dealer and Registered Investment Advisor provides us with back-office technology and regulatory assistance. Through our partnership, we grant our clients access to a vast array of financial strategies, enabling us to provide unbiased, independent investment advice, free from any obligation to endorse specific investments.
Osaic boasts a network of over 11,000 financial professionals who manage $500 billion in assets under advisement, supported by a dedicated team committed to serving clients.

Our clearing firm, National Financial Services, LLC (NFS), is a member of NYSE and SIPC and is a reputable, financially stable firm handling the confirmation, delivery, and settlement of financial transactions. SIPC protects our securities customers up to $500,000 ($250,000 for cash claims).

As the custodian of your brokerage account, NFS, at the direction of Osaic is responsible for:

• Executing, clearing, and settling securities transactions
• Sending account statements and transaction confirmations
• Safeguarding, receiving, and delivering funds and securities

• Extending margin credit upon approval
   

Envestnet | PMC offers comprehensive investment research, consulting, and portfolio management. Their disciplined process incorporates extensive research, rigorous qualitative review, and quantitative analysis. They follow the same disciplined approach when it comes to selecting the models, strategies, and portfolios to meet sophisticated requirements of advisors and institutions.

Highland Capital understands that some cases need advanced, tailored planning strategies to achieve success. That's why they assist agents, advisors, and other financial planning representatives in finding sophisticated solutions to clients' unique financial situations, working with their legal, tax, family office, and wealth advisors for a comprehensive and informed approach toward case design.

Founded in 2001, Premier Trust is a trust administration company chartered in the State of Nevada. They focus exclusively on the administration of trusts and estates in collaboration with a client’s existing legal, accounting, and financial professionals. They do not manage investments or provide legal or accounting services.