Where is my money kept?
In our advisory role, we never take custody of client assets. We utilize Charles Schwab & Co., Inc. as the custodian of client accounts and as our primary broker. Our relationship with Charles Schwab & Co., Inc. is an arm’s length transaction with no exchange of funds between Charles Schwab & Co., Inc. and us. When your account is established with Charles Schwab & Co., Inc., you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.