Industry-Leading Custodian

We believe the safety and security of your assets is of utmost importance.

We have partnered with Fidelity Institutional Wealth Services, an industry-leading financial service provider, to custody, transact, and report on your assets. Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm, National Financial Services LLC (NFS)—one of the largest clearing providers in the industry.

Notably, Fidelity Investments is different than Fidelity Institutional Wealth Services. The former is Fidelity’s retail line of business. The latter is our custodian and provides the institutional platform with open access to an extensive range of products and services. This access enables us to select what we believe are the best investments for your portfolio from among more than 6,800 mutual funds, index funds, exchange-traded funds, separately managed accounts, hedge funds, domestic and international stocks, domestic and international bonds, syndicates, and structured strategies.