Custodial Services


Support for the Way You do Business

Our open architecture platform includes a choice of Custodians so that you can select the option that best matches the way you do business. Each custodian offers financial stability, industry leading data security and a reputation for integrity when it comes to securing your clients' assets.

Fidelity Registered Investment Advisor Group
Fidelity is committed to providing execution excellence and helping to ensure that your trades are processed flawlessly. This commitment is backed by extensive experience with thousands of Advisors as well as industry-leading technology solutions.

Genworth Financial Trust Company
Genworth Financial Trust Company (GFTC) was created specifically for independent financial advisors and their clients. By selecting GFTC, you will be leveraging expertise uniquely focused on the complexities and demands of the independent advisory business.

Pershing Advisor Solutions
Through an innovative custody platform, Pershing Advisor Solutions LLC delivers superior expertise and scalable, customizable solutions to help customers manage and grow their businesses. They bring an undivided focus, a deep understanding of business challenges, and proven thought and technology leadership to a rapidly changing industry.

TD AMERITRADE Institutional
TD AMERITRADE offers both cutting-edge technology and one of the most recognized and respected brands in the industry. Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.