Charles Schwab

Once we have decided to proceed, we establish the appropriate account(s) at Charles Schwab & Company.  Charles Schwab is the custodian we use for our investment management accounts.  We have been using them since 1990 and have been very happy with the services and investment platform they provide to us for our clients.  Charles Schwab provides us with a dedicated team, designed specifically to service our clients.  All accounts are separate and registered in the client’s name.  Charles Schwab will provide you with monthly statements showing all the detail in your account(s).  They also provide you with the ability to see your accounts online in real time via "Schwab Alliance."  In short, Charles Schwab holds the money, and we manage the money.

Account Protection at Schwab