Experienced &
Accountable Team

Sanctuary Wealth is a client-centric, SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.

BNY Pershing is the largest custodian in the world and will serve as the primary custodian of our clients’ assets. BNY custodies over $40 Trillion and is the longest standing operating bank in the U.S., surpassing 235 years.

You may select Charles Schwab & Co., Inc. (“Schwab”) or another brokerage firm to custody your assets and effect transactions on your account. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

These materials have been independently produced by 1280 Financial Partners. 1280 Financial Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 1280 Financial Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Goldman Sachs is a financial leader that provides the infrastructure and platform to enable advisors to deliver an exceptional client experience through digital-first custody and trading services.

Fidelity is an industry leader with a strong net capital position, stringent internal controls, and a long and trusted 75-year history of putting clients first. Fidelity safeguards accounts through Securities Investor Protection Corporation (SIPC) account protection and other insurance for the protection of client assets.

Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with 1280 Financial Partners. Fidelity is a service provider to 1280 Financial Partners. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by your advisor and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.