MOSAIC simplifies our subscribers’ critical relationships through automation and economies of scale developed for our own multi-billion-dollar business.  

Our subscribers are regulated financial institutions and organizations around the world – large and small – with the highest standards of corporate governance.  We work with registered investment advisors, banks, broker dealers, insurance companies, family offices, and even individual wealth managers.

MOSAIC is a modern home for investment management firms and for their most valuable client relationships.  We provide them with custody, reporting, execution, and simple access to some of the world’s most sophisticated investment strategies under one roof and through a single portal.