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 choice for client accounts and as our primary broker. However, if clients wish to have direct brokerage, they may do so at their own discretion. 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.