About Us Joshua Tree Investment is a financial advisory firm distinguished by its vision to create a better financial world for clients.               You Can Pick the Custodian: About Pershing, LLC and Fidelity Investments Back With over 75 years of experience, Pershing LLC, a BNY Mellon company, is a leading global provider of financial business solutions. A member of NYSE, FINRA® and SIPC®, Pershing has approximately $1.5 trillion in global client assets*. Its parent company, BNY Mellon, has $29.1 trillion in assets under custody and/or administration. Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers who represent approximately 6 million active investor accounts on the U.S. platform. For additional information on Pershing, visit www.Pershing.com. Information was provided by Pershing as of March 31, 2016. For nearly 70 years, Fidelity Investments has been at the forefront of finding new ways to make financial expertise broadly accessible and effective. With their experience, technology and client service we can provide you with lost cost trade execution and a robust website to view all of your investment accounts.  Fidelity Investments has $4.9 trillion in total customer assets.  They serve 23 million individuals and institutional customers. More information about Fidelity Investments is available on their website at www.Fidelity.com. IInformation was provided by Fidelity Investments as of June 30, 2014.