Strategic Alliances

Strategic Advisors
Strategic Advisors is a middle market investment banking firm that provides merger and acquisiition (M&A), corporate finance advisory and strategic consulting services to business owners. Through years of practical experience, Strategic Advisors has found that there are many pathways to creating, building and realizing shareholder wealth and has the expertise, resources and relationships to ensure that business owners maximize their wealth.

Epic Advisors
Epic Advisors, Inc. is a full service third-party administrator that supports BPU Investment Management’s 401(k) clients with website management, transaction capabilities, end-of-year reporting, plan updating and individual participant accounting.

Pershing, LLC
Pershing, LLC serves as the clearing house for our brokerage business. By working with Pershing, we are able to use cutting edge technology to identify, analyze, trade and track virtually any investment vehicle. Through Pershing, we offer our clients a comprehensive management account that combines, brokerage, checking, money market funds and a debit card, all in one consolidated statement and with 24/7 online access to account information.

Fidelity Institutional Wealth Services
Fidelity Institutional Wealth Services (Fidelity) is a leading provider of trading, custody and brokerage services to registered investment advisors, trust institutions and third party administrators[1]. Fidelity provides a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. BPU Investment Management is not affiliated with Fidelity or any of its affiliates but is able to leverage the capital, resources and expertise of the Fidelity, organization on behalf of our clients. Fidelity Institutional Wealth Services provides brokerage products and services and is a division of Fidelity Brokerage Services LLC. Clearing, custody or other brokerage services may be provided by National Financial Services LLC, or Fidelity Brokerage Services LLC.