How We Operate
Thus, for the Protection of our clients, we employ an Independent Custodian.* And, for the convenience of our clients, we employ a State-of-the-Art Trading Platform.
Wells Fargo Clearing Services, LLC* is the chosen provider for clearing services. Wells Fargo Clearing carries clients' accounts and acts as the custodian for funds and securities deposited directly by the client, through TradePMR, or as a result of transactions it processes for Trade PMR accounts. Wells Fargo Clearing Services, LLC, provides account statements, trade confirms and other record-keeping, operational, clearing and custodial services for Trade PMR. Wells Fargo Clearing is a member of the New York Stock Exchange, NASDAQ, and other major exchanges.
*Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Piedmont Capital offers discretionary asset management and investment advisory services. Piedmont Capital provides ongoing supervision and rebalancing of client portfolios reflective of changes in market conditions and client circumstances.
Piedmont Capital strives to exceed client expectations by combining quality performance, low fees, and exceptional service.
PIedmont Capital Asset Management LLC is a Registered Investment Advisor with the Commonwealth of Virginia.
Founded in 1981, Dimensional has a long history of applying academic research to practical investing. Today, Dimensional offers a full range of equity and fixed income strategies designed to target higher expected returns. With regard to the assets Dimensional manages; assets are more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted. Dimensional takes this responsibility seriously.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
TradePMR provides brokerage services to Independent Financial Advisors. Their goal is to empower advisors with the tools they need to effectively manage their business while also providing exceptional value and support to their clients.
TradePMR’s dedicated team members are devoted to providing the advisor the support and customer service necessary to deliver exceptional value to clients.
Securities Protected by Securities Investor Protection Corporation (SIPC). Money held in a FDIC bank deposit sweep is FDIC insured.