Our team also includes strategic partnerships with two of the most trusted custodians in the marketplace: Charles Schwab and Apex Clearing.

 

Charles Schwab is one of the largest banking institutions in the country with more than $5 trillion in client assets and over 3 million client accounts.

 

Apex Clearing has over $116 billion in assets under custody and 21 million brokerage accounts on its platform.

 

Both partners provide us with industry-leading research, technology, and investment infrastructure, complete with full access to a broad range of products and services, allowing us to deliver exceptional value to the clients we serve. 

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More about our custodians here.