Whether wiring or using ACH, your funds are deposited into a designated bank account maintained for investment-related transactions. From there, we submit an aggregate purchase order across all our clients to our custodian for the appropriate funds, or in the case of pre-IPO, we will transact with brokers and fund managers to acquire exposures to the appropriate companies. Regardless those investments are held at our custodian, Inspira Financial (formerly Millennium Trust Company). Once shares are available, our backend systems create the custom portfolios from among all available assets, to align with your preferences.
