Investment Custody
Our firm chooses to provide investment custody services through Fidelity Investments. Client accounts are carried through Fidelity, with our firm serving as the investment advisor to the clients' account.
What is an investment custodian? An investment custodian is responsible for holding the investment assets on behalf of our clients. They provide monthly statements, transaction confirmations, and tax documents to our clients. In addition to monthly reports, they also provide our firm with the ability to execute transactions within client accounts to facilitate the management of client assets.
Fidelity is one of the world's largest providers of financial services, providing custody of over $2.5 trillion in client assets. They provide our firm, and our clients, with one-stop access to a flexible, open architecture investment environment backed by the long-term commitment of a privately-held investment firm. Our relationship with Fidelity gives us access to an excellent suite of products and services to meet the specific needs of our individual client. We are proud to be able to share this relationship with you.