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Investment Philosophy
Retirement Planning
Estate Planning
Charitable Giving
Your Other Advisors
Custody of Assets
Fees & Minimums

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Statements & Confirmations

Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.

Annual Reports & Proxies

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Clearing & Custody of Assets

Bragg Financial has selected Pershing LLC as our clearing and custodial firm. Pershing is owned by the Bank of New York Mellon and is one of the largest clearing and custody firms in the US, responsible for the custody of over $1 trillion in assets. Pershing holds all client assets and sends monthly statements and trade confirmations directly to our clients.