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As a Registered Investment Adviser, we have the ability to use a variety of custodians to service client accounts. Currently we use TD Ameritrade Institutional, but also have the ability to work with clients that use other major custodians, such as Charles Schwab, Fidelity, Pershing to name a few.
Today, TD Ameritrade provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent registered investment advisors. With clients placing, on average, approximately 500,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.