Security And Custodial Firms

Only As Good As the Company You Keep

We’ve aligned ourselves with some of the most prominent and innovative names in the financial services industry.

This provides our clients with the confidence that their capital will be safely under our custody and their transactions processed accurately.

Geněos Wealth Management, Inc. facilitates many of our securities transactions. Geněos, a nationwide securities broker/dealer and registered investment advisor, provides compliance and back office support to select clientele such as the G5 Financial Group. Headed by individuals with extensive experience in the financial services industry, this successful firm facilitates some of our advisory services and handles all of our commissionable transactions.

Fidelity Institutional Wealth Services, Pershing LLC, National Financial Services (NFS), and Charles Schwab are the custodians and brokerage firms we’ve selected to hold our clients’ assets in trust and to execute client trades. Each is experienced and prominent in the industry; together they provide G5 with many tools and resources. Our ability to select custodians that offer a high level of service and support at favorable prices gives us the flexibility to best adapt to the ever-changing financial landscape. We know you are careful about who handles your money, so we carefully choose the firms that safekeep your assets in trust and execute your trades.