Direct answer
Accounts are custodied and cleared via strategic partnerships with Altruist Financial LLC and BNY Pershing, delivering maximum transparency and secure document vaults.
To ensure institutional-level security and optimal trade execution, Cognis partners with leading financial clearers. Through the Cognis Wealth Platform™, accounts are custodied and cleared via strategic partnerships with Altruist Financial LLC and BNY Pershing. This dual-provider infrastructure delivers maximum transparency, secure document vaults, and lower operational overhead for our clients.
Download a branded PDF copy
Enter your name and email to download this article as a branded PDF. We'll occasionally share insights for healthcare professionals — no spam, unsubscribe anytime.
Still need help?
Submit a question or schedule a consultation with a Cognis fiduciary advisor.