Brokerage

Our team at Investment Partners is aware that sound advice and decisions are the product of thorough research and analysis.  Generally, we conduct our own research, do our own due diligence, and form independent opinions on the companies that make up many of the clients' portfolio holdings. 

As advisors and managers, the professionals in the firm:

Evaluate and recommend new investment opportunities

Study trends

Make transactions

Work toward the individual client's goals

In terms of client transactions and custody - the team from Investment Partners operates as a division of T.R. Winston & Company LLC, a clearing correspondent of Pershing LLC who is a member of BNY Securities Group and subsidiary of The Bank of New York Company, Inc.

The principals of Investment Partners maintain brokerage registered-representative status at T.R. Winston & Company LLC. There is no ownership affiliation between T.R. Winston & Company LLC and Investment Partners, but the brokerage activity generated by our team at Investment Partners, in industry parlance, is considered a division thereof.

This affiliation provides clients with the best of both worlds - the comfort and access of a small family-office with the safety and soundness of quality transactions and custody services offered through T.R. Winston & Company's clearing agent Pershing LLC. With over 3,700 experienced people, Pershing a member of BNY Securities Group and subsidiary of The Bank of New York Company, Inc, brings technological strength and a comprehensive line of products and services.