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Custodial Platforms

Who a Broker/Dealer assigns to custody their investments can be critical for an independent advisor and clients..

Fidelity Investments


Privately owned, for over 65 years, Fidelity has built a reputation of integrity and financial management expertise. By 2000, the company surpassed the $1 trillion mark in assets under management. Going over and above the Securities Investor Protection Corporation (SIPC), Fidelity provides supplemental insurance protection that covers investors’ accounts beyond the required SIPC coverage.

Charles Schwab


 Advisor Services – Schwab Advisor Services has championed innovative ways for advisors to deliver an exceptional experience to their clients. At Schwab, the advisor is at the center of everything they do. Schwab Advisor Services has built a business on serving the needs of RIAs and advancing an industry that helps independent advisors and their clients thrive.

Folio Institutional

A division of FOLIOfn, Investments, Inc., Folio Institutional delivers a fully integrated, cost-effective custodial platform. Folio Institutional provides secure asset custody and a state-of-the-art patented portfolio management, trading and brokerage platform to support investment needs. Whether purchasing equity securities, ETFs or mutual funds, Folio Institutional is the most complete solution available to meet the growing needs of today’s sophisticated investor.

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