When operating under the Geneos RIA you have the option to hold your accounts at either Pershing LLC or National Financial Services. Maintaining multiple clearing options gives us and you great pricing as well as flexibility in technology, trading and SMA platforms.

As an Independent RIA you have the option to clear through either our clearing firms or you can utilize other leading custodians such as Schwab, TD Ameritrade or Trust Company of America. Geneos does have supervisory responsibility of your RIA and therefore has data feed arrangements with your custodian