Each custodian has different strengths, weaknesses, different price structures and services.

Depending on your needs, it only makes sense to offer you several alternatives. It also helps keep our firm independent, allowing us to better negotiate for lower client user fees and trading costs.

In the end, using multiple independent third party custodians allows us to recommend a custodian that is most appropriate for you.

 

Page Last Reviewed: 1/5/18