To Our Valued Investment Clients,
We’re excited to share the news that sister broker dealers CUSO Financial Services, LP and Sorrento Pacific Financial, LLC (CFS/SPF), through which your credit union or bank offers investments services, has entered into an agreement with New York-based Atria Wealth Solutions (Atria) to be acquired by Atria as their holding company.
Rest assured, there will be no disruption in the services you receive and there will be no changes to your accounts. This arrangement will provide access to additional resources that will allow your advisor to better help you to achieve your goals. We are very excited by the benefits this arrangement will bring to our collective relationship!
Most importantly, Atria shares the core values and mission that have been the foundation of CFS/SPF since inception. Whether expressed in the credit union philosophy of "people helping people," the community bank philosophy of "personalized service," or the fiduciary responsibility of acting in the customer's "best interest," all of us share a common purpose that we exist to help improve our clients’ lives. That purpose will remain the cornerstone of CFS/SPF and Atria.
In light of this change, I understand that you may have questions. To learn more about this transaction, go to www.cusonet.com to review the FAQs and other information posted there. Of course, if you have additional questions about this transaction or our ongoing relationship, feel free to contact your credit union or bank advisor to discuss this topic in more detail.
We appreciate your loyalty and look forward to continuing to grow our relationship!
CUSO Financial Services
Sorrento Pacific Financial