Please note that we never take custody of a client's assets. We believe your custodian should always be separate from your investment advisor to provide checks and balances to help further avoid potential conflicts of interest.
By partnering with LPL Financial, a publicly traded company with more than 50 years of putting clients first. All of our clients accounts are held with LPL Financial. So that means they hold your money and investments, produce your account statements, and tax forms every year.
LPL Financial also provides us access to some of the brightest investment analysts, a dedicated cyber security and technology support team, and all the important oversight and compliance we need in an incredibly regulated industry. All while maintaining the personal, one client at a time approach, best offered through an independent firm.