As a Registered Investment Advisor, we do not take custody of the investment assets of our clients. We are pleased to offer our clients the choice of using Fidelity Investments or Charles Schwab & Co., Inc. as the custodian of the investment accounts we manage on their behalf.

Fidelity Investments

Fidelity is one of the largest, most respected investment firms in the world. Founded in 1983, Fidelity currently manages over $12.6 Trillion in assets worldwide. It is a well-capitalized, privately held conservative company with strong earnings. Unlike many Wall Street investment firms, Fidelity does not engage in any investment banking activities that could threaten the liquidity of our clients’ investment portfolios.

Fidelity’s globally integrated research team, with its local presence in markets throughout the world, is in position to seek investment opportunities as they arise. Their global presence translates into strength in diverse asset classes, in competitive trading costs, exceptional service, and in a wide range of fee-only alternative investments.

Charles Schwab & Co., Inc.

Charles Schwab, with over $8.5 Trillion in assets under management, is a leading provider of comprehensive brokerage and custody services to more than 15,000 fee-based Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, dedicated service teams, and robust offering of investment solutions and exceptional service add significant value to the investment experience of our clients.

Charles Schwab & Co., a public company listed on the NYSE under the symbol: SCHW.