How do I know my investments are safe at Reilly Financial Advisors?
As an independent Registered Investment Advisor (RIA), Reilly Financial Advisors does not hold custody of your account(s) and is restricted by specific laws and regulations. As such, we do not physically hold your money or investments, nor do we produce your monthly statements. Instead, we use firms such as Charles Schwab or TD Ameritrade as our clients’ custodians to hold money and execute trades. Reilly Financial Advisors and your custodian are separate companies with no overlapping management or control, providing a clean system of checks and balances. Our clients never lose control of their accounts and always have real-time access to their account balances and holdings.