An open architecture, by design
We don't try to build everything in-house. We bring in outside specialists when they're the right fit, which means your plan is built from the best tools available, not just the ones we own.
An independent firm has a choice: sell its own products, or go find the right ones for each client. We choose the second. Open architecture means we partner for custody, tax, legal, insurance, and alternatives rather than forcing your plan into a single firm’s lineup.
The result is advice shaped by what serves you, not by what we happen to have on the shelf.
The specialists behind your plan
Custody
Independent custodians hold your assets, so your money is never in our hands, only your advice.
Tax & legal
We coordinate with CPAs and estate attorneys (yours or ones we can introduce) so planning and documents agree.
Insurance
When protection is part of the plan, we bring in specialists rather than sell from a single shelf.
Alternative investments
Where they fit, we access specialists and strategies beyond the public markets, on the merits, not on a quota.
Best-in-class relationships behind the scenes
As an independent firm, we partner with best-in-class providers, benefiting clients with advanced technology, independent custody, and operational support.
Fidelity
Independent custodian
Fidelity safeguards client assets and clears brokerage transactions, so your money is held independently, never by us. One of the world's largest providers of financial services, serving more than 32 million individuals and 13,000+ institutions.
Dynasty Financial Partners
Independent advisor platform
Through Dynasty's network we access a full array of capital markets and investment banking capabilities, investment research and consulting, advanced technology, and proprietary analytical tools.
eMoney Advisor
Financial planning technology
The planning technology behind your plan: interactive tools that bring your full financial picture together. eMoney serves more than 96,000 professionals and 4.5 million households across the U.S.
Black Diamond
Portfolio reporting
An award-winning, cloud-based portfolio platform that gives you secure, anytime access to your total wealth picture, with aggregation, customizable reporting, and rebalancing.
Company names and logos are trademarks of their respective owners and are shown to identify the platforms and custodian Presilium works with. Their inclusion does not imply endorsement of Presilium.
- Access to specialists, not whatever one firm happens to sell.
- No product quotas pulling advice in the wrong direction.
- Advice that fits you, not a shelf we're paid to clear.
Advice that answers to you
See what independent, conflict-free advice looks like for your situation.