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You have options when it comes to the custodians you use and the investment vehicles you choose. Our custodians include: 

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About Charles Schwab

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., acts as a qualified custodian offering trade clearing and custody services for our clients. Schwab has been providing these services to RIA firms for over 30 years.

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About Fidelity

Fidelity Institutional®, a division of Fidelity Investments, acts as a qualified custodian offering trade clearing and custody services for our clients. Fidelity has been providing these services to RIA firms for over 20 years.

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About LPL

LPL is the nation’s largest independent broker-dealer*, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.

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The firm’s mission is rooted in the belief that professional financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

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Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

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