Strategic Partners

"I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well."
Alan Greenspan

A Partial List of Strategic Partners:

  • Securities America, Inc.  – Founded in 1984 and based in Omaha, Nebraska, Securities America, Inc. is a national independent broker-dealer that facilitates the buying and selling of securities on behalf of the clients of its registered representatives. Think of them as our behind-the-scenes support. Through their extensive technology, compliance and operational support, we can more readily provide comprehensive and professional service to you, our client. 

  • Morningstar Managed Portfolios - Partridge Financial is pleased to provide Stock, ETF and Mutual Fund Portfolios from an affiliate of Morningstar's independent investment research firm. 

  • National Financial Services, LLC, Member NYSE/SIPC, is a Fidelity Investments company that provides trade execution, clearing and custodial services to some Securities America brokerage and fee based accounts.

  • Pershing, LLC, member FINRA/NYSE/SIPC and a subsidiary of The Bank of New York Mellon Corporation, provides clearing, custody and trade settlement for some Securities America brokerage and fee based accounts.