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 $1.8 trillion in client assets.
Charles Schwab
In addition to Raymond James, we utilize Charles Schwab as a secondary custodian. We selected Schwab because of their flexibility, powerful resources, and asset protection.
Charles Schwab is committed to delivering our clients the highest levels of security and their scale provides us with two world-class custody choices.
Publicly traded since 1987, Charles Schwab (SCHW) custodies more than $12 trillion in client assets.