---
title: Our Network & Technology
description: Fee-only investment consulting and financial planning from JST Investment Consulting. Get personalized fiduciary advice designed to help you reach your financial goals with confidence.
author: Mary
---

Our Professional Network & Technology

# More Than a Single Advisor.
A Comprehensive Support System.

While Jeffrey S. Tilson is the lead advisor and your primary point of contact, a trusted network of custodians, technology partners, research resources and dedicated professionals helps support every aspect of your financial experience.

[Schedule a Consultation](https://jstinvestmentconsulting.com/index.php?Itemid=109)

![](https://jstinvestmentconsulting.com/media/yootheme/cache/db/personal-dbbc607d.png)

Personal Advice

Direct access to your advisor

![](https://jstinvestmentconsulting.com/media/yootheme/cache/10/institution-104669be.png)

Institutional Strength

Leading financial partners

![](https://jstinvestmentconsulting.com/media/yootheme/cache/5c/technology-5cdbbf87.png)

Modern Technology

Greater efficiency and deeper insights

Our Custodial & Investment Partners

## Leading Institutions. Greater Capabilities.

We work with established financial institutions that provide custody, trading, investment platforms and dedicated support teams. These relationships allow us to deliver a sophisticated client experience while keeping our business structure efficient and cost-effective.

![Charles Schwab Advisor Services](https://jstinvestmentconsulting.com/images/network/logos/schwab.png)

Custody & Account Services

Industry-leading custodial services, account administration and dedicated support for independent advisors.

![Betterment](https://jstinvestmentconsulting.com/images/network/logos/betterment.png)

Digital Investment Management

Advanced technology and investment solutions to help implement and manage client portfolios efficiently.

![Interactive Brokers](https://jstinvestmentconsulting.com/images/network/logos/interactive-brokers.png)

Brokerage & Trading Infrastructure

Sophisticated trading technology and global market access for a broad range of investment opportunities.

Modern Tools for a More Comprehensive Plan

## Technology That Enhances Your Financial Life.

We use best-in-class technology to streamline your experience, provide deeper insights and help deliver comprehensive financial planning and investment management.

![RightCapital](https://jstinvestmentconsulting.com/images/network/logos/rightcapital.png)

### Financial Planning

Powerful planning tools to model your goals, retirement and life's big decisions.

![Wealthbox](https://jstinvestmentconsulting.com/images/network/logos/wealthbox.png)

### Client Relationship Management

Helps us stay organized and responsive, so you receive exceptional service.

![](https://jstinvestmentconsulting.com/images/network/icons/secure-access.png)

### Secure Client Access

Online access to your accounts, reports and important documents, anytime, anywhere.

![](https://jstinvestmentconsulting.com/images/network/icons/research.png)

### Investment Research & Tracking

Institutional-grade research platforms and portfolio analytics to help identify opportunities and monitor your investments.

Expanded Investment Resources

## Access to Specialized Investment Opportunities.

In addition to public markets, we work with experienced partners like Driven Capital Partners to help provide access to more direct investment structures, including private markets and alternative investments, when appropriate for your goals.

[Learn More About Our Investment Approach](https://jstinvestmentconsulting.com/index.php?Itemid=108)

![](https://jstinvestmentconsulting.com/images/network/logos/dcp-logo.png)

# Alternative Investments

Driven Capital Partners is an established investment firm focused on private markets and direct investment opportunities. This relationship helps provide access to a broader range of investment options to complement traditional portfolios, when suitable.

A Support Team Behind Your Advisor

## Experienced Professionals Working for You.

Behind the technology are real people. The custodians, platforms and partners we work with provide dedicated teams who assist with:

![](https://jstinvestmentconsulting.com/media/yootheme/cache/bd/account-admin-bd82f196.png)

### Account Administration

![](https://jstinvestmentconsulting.com/media/yootheme/cache/da/trading-da8dd307.png)

### Trading & Operational Support

![](https://jstinvestmentconsulting.com/media/yootheme/cache/2f/reporting-2f8d1417.png)

### Portfolio Reporting & Reconciliation

![](https://jstinvestmentconsulting.com/media/yootheme/cache/8c/client-service-8c191034.png)

### Client Service Teams

![](https://jstinvestmentconsulting.com/media/yootheme/cache/ba/tech-support-ba5d6698.png)

### Technology Support

![](https://jstinvestmentconsulting.com/media/yootheme/cache/c3/security-c351b288.png)

### Security & Regulatory Resources

The JST Advantage

## Independent Advice. A Stronger Foundation.

A modern advisory model that combines personalized relationships, institutional resources and advanced technology, all working together for your financial future.

[Schedule a Complimentary Consultation](https://jstinvestmentconsulting.com/index.php?Itemid=109)