We use two highly qualified custodians depending on the best way we can serve our clients. Fidelity Investments and Apex Clearing.
Fidelity Investments and Apex Clearing are custody and clearing engines that are powering the future of digital wealth management. Both of these clearing firms deliver speed, efficiency, and flexibility to firms ranging from innovative start-ups to blue-chip brands that choose to grow with them. They allow registered investment advisors (RIAs), digital advisors, fintech firms, broker-dealers and full-service firms to provide the seamless digital experiences consumers expect and to reach more investors and serve them profitably. They are registered with the SEC, a member of FINRA, and are participants in SIPC. For more information, visit www.fidelity.com or www.apexclearing.com.
We partner with Apex Clearing and Fidelity for a variety of reasons such as increasing the security of your investments and SIPC and FDIC insurance. We also believe that outsourcing custodial services better allows us to focus on investment management and asset allocation.