For over 30 years, Charles Schwab has been a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.

As one of the largest, most trusted brokerage companies in the world, Charles Schwab is used to establish our client’s investment accounts, custody client assets, and satisfying regulatory, accounting, and recordkeeping services.

In addition, Schwab Institutional provides our clients with the best asset security and protection in the form of:

• SIPC Protection

• Additional Asset Insurance (beyond coverage provided by SIPC)

• Independent Reporting and Online Viewing

With Schwab Institutional as our custodian, you can feel confident your assets are secure and professionally managed.