Our Custodians
Raymond James
We selected Raymond James for custody and clearing of our client assets because of their strength, stability and reputation as one of the most highly-regarded investment firms in the industry.
The firm was founded in 1962 with a commitment to put people, planning and principles first — a culture which continues to guide the company today.
Publicly traded since 1983, Raymond James Financial (RJF) custodies over $1 trillion in client assets.
TD Ameritrade Institutional
In addition to Raymond James, we utilize TD Ameritrade Institutional for custody and clearing of client assets. We selected TD because of their flexibility, powerful resources and overall asset protection.
TD is committed to delivering our clients the highest levels of security and asset protection in the Industry. TD’s platform and scale provide us with two world-class custody choices for our clients.
Publicly traded since 1997, TD Ameritrade (AMTD) custodies more than $800 billion in client assets.