Custody

Custody

I have chosen to work with Charles Schwab & Co. ("Schwab") as the custodian for my client assets, back office support, and business partner which allows my firm access to the capital markets via their trading platform. Our partnership provides me access to a safe and easy to use toolset from the client perspective, leading technology, and independent unbiased economic research.

My partnership with Schwab enables us to objectively deliver the quality of personalized service you should expect from a wealth management firm.


Charles Schwab & Co. 

 

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