Connecting you to your investments
In an independent model, a financial professional, broker-dealer, and clearing and custody firm are all separate entities working together to process an investing client’s financial transactions. These entities are regulated and work together to serve the needs of the investing client while taking advantage of safeguards for physical protection of assets.
Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing and your financial institution are separate, unaffiliated companies, not responsible for each other’s services or policies.
Fidelity Institutional® and its broker-dealer National Financial Services LLC (together Fidelity®) is an independent company, unaffiliated with Cambridge Investment Group, Inc. Fidelity is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Cambridge and does not guarantee, or assume any responsibility for, its content.