We have selected Charles Schwab & Company as the custodian for our clients’ assets. While there were several other very good custodians such as Fidelity and TD Ameritrade, we chose Charles Schwab because of their pricing, technology, and reputation. Very importantly, Charles Schwab seemed very focused on providing value to you, our clients. This impressed us.
Charles Schwab & Company maintains the physical custody of any client’s funds and/or securities. We do not have physical custody of any funds and/or assets. You will receive separate, regular statements from Charles Schwab & Company.