Charles Schwab Custodian

All accounts are custodied at Charles Schwab who is the largest custodian with approximately $8T AUM (whereas Merrill Lynch has approximately $2.75T AUM, Morgan Stanley at approximately $1.6T AUM,  and JPMorgan at approximately $3T AUM, as of 2022). We have access to every type of investment  or trust product offered by any other large brokerage firm or trust company. For example, Blackrock is the largest asset management firm on planet earth with approximately $8.5T AUM 2022). We have access to their resources like their Hedge Funds, REIT's, Private Equity, Private Money Management, low cost ETFs, Tax Aware strategies, and LP's.  I have access to unlimited investment opportunities for my clients, as well as many products large brokerage firms and Trust companies do not offer because of their Due Diligence process. 

An advantage of owning my own RIA firm, is that I do not have production goals or proprietary products that I am required to cross sell to my clients. I am 100% dedicated to serving the goals and values of my clients. 

I created a Concierge level practice with Family Office resources, specifically designed to serve a limited number of families. The goal is protection, integrity, legacy, and service. There is nothing else!