Resources
Custodian
We have selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Schwab serves independent advisory firms like ours by providing custody, trading, and support services. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
Log into your Schwab account(s)
Client Portal
View performance reports and access the Vault for secure document sharing.
Access Client Portal