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Technology

Riverstone does not require that clients meet a minimum-size requirement to work with us.  We provide all of our customers with access to important services to help them steadily move toward financial success.  We work hard at bridging the gap between technology and finance.  

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We offer our clients the tools and technology needed to remain engaged with your investment finances and stay on top of your investment portfolio. Our platform is fully accessible from anywhere, giving you self-service access to important information like research, your financial plan, electronic documents like statements and up-to-date performance on your investments.

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Award-winning Technology

 

 

 

 

 

Pershing’s technology powers many of the world’s leading financial companies. Pershing's NetXInvestor® portal and app gives you a direct window into your financial world—with 24/7 access to accounts, financial information and market data.  

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About Pershing and BNY Mellon

Founded in 1939, Pershing has 80 years of Wall Street experience. Our name is taken from our founder, Warren “Jack” Pershing, the only son of celebrated World War I General of the Armies, General John J. Pershing. Our parent company, BNY Mellon, a leading provider of investment management and investment services, was founded by Alexander Hamilton in 1784.

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Click here to learn more about Pershing.

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Pershing's NetXInvestor platform combines an elegant, online investment solution for your clients with exceptional flexibility and customization options for your firm. With NetXInvestor, you can keep connected to the markets. It offers anytime, anywhere access to consolidated account information, online documents, portfolio management solutions, and trading—plus market research, quotes and news from leading providers.

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Click here to read more about this feature.

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DISCLAIMER:

Investing involves the risk of loss.  Please review strategy description and investment risks set forth in Form ADV2. No guarantee can be made as to performance results.  No guarantee can be made to curtailing tax liabilities and clients should look to their separate tax advisor for tax advice. 

Check the background of this financial professional on FINRA's BrokerCheck

Securities and investment advisory services offered through Osaic Welath Inc., member FINRA/ SIPC. Osaic Welath Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osiac Welath Inc..  Osaic Welath Inc. does not provide tax or legal advice.

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Osaic Wealth Inc. Registered Representatives associated with this site my only discuss and/or tramcar securities business with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA,, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NY, NV,  NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

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PLEASE NOTE: The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.

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Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.

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A note about Social Media: Opinions or comments posted on social media regarding Riverstone Asset Management may not necessarily reflect the views of Riverstone Asset Management.

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