Custody Of Your Assets

We have used The Charles Schwab Corporation as the third-party, independent custodian for our clients' assets since our founding in 2010. We examined many different custodians, but chose Schwab because of their reputation for outstanding client service and the good value that they deliver for clients. We continue to monitor the landscape of custodians to ensure that our clients are getting the best execution possible for their securities transactions. We have been very pleased with our strong working relationship with Schwab. The feedback we receive from our clients tells us that they like working with Schwab as well.

About the Charles Schwab Corporation

The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, Schwab provides securities brokerage, banking, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.

The Charles Schwab Corporation is financially strong, and is committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. Schwab maintains a disciplined focus on risk management and operates the firm conservatively to minimize investment risks. Schwab's success ultimately depends on how well they serve their clients and the confidence clients place with Schwab.