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A valued clearing and custody partner: Interactive Brokers Group, Inc. was founded by its Chairman and CEO Thomas Peterffy. Over the last 40 years, it has grown internally to become one of the premier securities firms with over $6 billion in equity capital. Interactive Brokers conducts its broker/dealer business on over 120 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds, CFDs and funds worldwide. Interactive Brokers Group and its affiliates execute over 800,000 trades per day. Interactive Brokers is headquartered in Greenwich, Connecticut and has over 1,200 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China and Estonia. IBKR is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.
We have partnered locally with Innovations to provide wealth management services to its membership: At Innovations a big part of our relationship with our members is our commitment to creating new ways to improve their financial lives. For some people, this means a low-rate loan or a convenient credit card. For others, it’s an investment option they hadn’t considered or encouragement to start that much-needed savings account. Hopefully, one of our products will spark change in your financial life. We know it might take a little time to earn your trust, but that’s perfectly okay. Innovations is here to build long-term relationships. You’ll find that we consistently offer outstanding service, helpful products, and smart financial solutions. We’ll do everything we can to be your financial partner for life.
A valued clearing and custody partner: As the industry's largest provider of clearing and settlement solutions,¹ BNY Mellon's Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of our client base allows us to facilitate dialogue and bring the best solutions to all of our clients. Our solutions include: Global clearing and settlement in equities, fixed income, annuities and more Multicurrency capabilities A proprietary rules-based compliance engine and fully integrated alerts Advisor access to reporting and a single view of client holdings, from mutual funds to 529 plans to annuity policies Award-winning client statements and information delivered the way investors prefer—including on mobile devices As custodian, we remain committed to the safekeeping, segregation and reporting of our global client assets. Our public ownership and global Systemically Important Bank (G-SIB) status ensures your assets and future are backed not just by words but by more rigorous testing and independent third-party regulations and protections. We embrace this responsibility as it ensures that our interests will always be aligned with our clients' interests.
A valued partner: Saxony is a unique broker dealer: we are an independent, privately owned firm that has built a comprehensive model while still offering autonomy. Saxony’s founders are experienced investment professionals that established our broker dealer to create an objective, transparent and independent platform where financial advisors could service their clients. Financial advisors and their clients do not want to be just another number. Saxony was established to address the systematic problem that has troubled financial advisors and their clients for many years; large, vertically structured brokerage firms that claim to be “main street” oriented. When in reality, they tend to be manufacturers and distributors of specific financial products and platforms that cater to their bottom line. At Saxony we are striving to reform this problem by getting back to business on a personal and individual level. When our independent financial advisors or their clients call Saxony’s home office, they are not forwarded to a long list of menu options. They speak with a live receptionist who is able to direct them to one of our staff members. Our staff is cross trained to assist you right away instead of being transferred from department to department in order get the right answer.