client resource center

For your convenience and for better oversight, the Black Diamond portal allows you to consolidate your financial assets and liabilities onto one single portal, including all of your assets held elsewhere, all of your bank accounts and mortgages and loans, and all of your other private investments. Where a live data feed exists, the updates will be automatic daily.  Use this for some or all of your financial assets as you best see fit. And we're here to help you with this.

 

CLIENT PORTAL ACCESS

Convenient access to the Black Diamond and BNY MELLON | Pershing platforms

community & events

COMING SOON

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EVENTS â–ª CLIENT COMMUNITY BOARD â–ª DTWN COMMUNITY BOARD
NEWSLETTERS â–ª EXPANDED SERVICES â–ª FAQS

 

 

BNY Mellon | Pershing is Our Custodian Bank

We hold the safety of your assets as a foundational element of our relationship with clients.  All client assets advised by Downtown Wealth Studios are held and custodied at BNY Mellon | Pershing.  BNY Mellon, founded by Alexander Hamilton, is America's oldest bank and currently custodies or administers over $44 trillion in client assets.