Service and capabilities.

Sanctuary Wealth is a hybrid financial firm defined by its unique open platform, Partnered Independence℠.

The Cooke Financial Group was the inaugural team within their knowledgeablfe network of advisors who, like us, knew that independence was the best option for their team and their clients.

Through Partnered Independence℠, we’ve gained: the freedom, flexibility, and control of an independent fiduciary, the support systems we need to keep our focus on our clients, and gained access to the leading specialists and resources we need to deliver a comprehensive wealth management experience.

Bottom Line: Cooke Financial Group is a partner firm of Sanctuary Wealth.

The company we rely on most for custodial services is BNY Mellon’s Pershing. Pershing is a subsidiary of BNY Mellon and has nearly $1.9 trillion in assets under administration.

We also partner with Fidelity Institutional, who has $3.7 trillion in client assets, and Charles Schwab, who has over $3.6 trillion in total client assets.

Bottom Line: The main custodian Cooke Financial Group uses is Pershing. We also use Fidelity Institutional and Charles Schwab.