BNY Mellon's Pershing Announces New Client Relationship with Ashton Thomas Securities, an Arax Investment Partners Firm
The Bank of New York Mellon(BK) Prnewswire·2024-03-04 19:00Ashton Thomas Securities - Ashton Thomas Securities将使用Pershing的结算和托管服务以及BNY Mellon的直接指数化解决方案[1] - Ashton Thomas Securities是Arax Investment Partners拥有的独立经纪商和注册投资顾问，之前被称为Excel Securities[2] 投资策略 - 顾问们还可以使用BNY Mellon Investment Management提供的Precision Direct Indexing，这是一种可定制的投资策略，旨在匹配各种主要基准的表现和整体特征，并可以轻松整合到客户的投资组合中[3]