To Lead People, Walk Behind Them
At IJL, we believe the best way to help our Financial Advisors excel is simply to support them. You provide creativity and personal knowledge of your clients. We, in turn, provide the products, technology, and infrastructure so you can craft tailored portfolios of investment and wealth management tools to meet their individual needs. Our role is to facilitate, so that you may serve clients expeditiously and professionally. We use three front-running clearing firms. Pershing, LLC is the leader in global clearing services and a wholly owned subsidiary of The Bank of New York Mellon. Pershing offers vast and current technology solutions coupled with security. Their web-based, advisor workstation makes managing accounts more efficient and effective. Our relationships with Penson Financial Services and Sterne Agee & Leach provide access to several other web-based platforms for performance reporting, data aggregation, office management, commission and fee reporting, contact management and a variety of financial planning tools.