Santa Barbara Wealth Management

Description

Mr. Partch is associated with Independent Financial Group LLC (IFG), www.IFGSD.com a Broker/Dealer from San Diego, CA. Partnering with the right people is as important to our future as it is to yours. And, as the financial services industry continues to evolve, the need for financial strength, integrity, vision, and support becomes paramount. IFG is committed to providing a full range of top-quality products and strategies for the clients of the broker dealer. In Pershing, www.Pershing.com we have world’s largest investment clearing firm, serving clients worldwide for over 50 years. Pershing provides unlimited protection for the assets held in custody: $500,000 Securities Investor Protection Corporation (SIPC) securities coverage (up to $100,000 in cash) and the remaining securities coverage through a private insurer. Pershing works behind the scenes to provide the people, services, and technologies that help make successful investments possible. We are the key industry source for a diverse array of support, including securities processing, trading and operations management, investment technology, asset-gathering strategies, and practice management support. Pershing's challenge lies in anticipating the changing needs of financial organizations, investment professionals, and registered investment advisors worldwide to strengthen their competitive positions and help them to better serve their clients. The information contained in their site will give you a glimpse of what they offer to support our success.

Products & services

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