Trusted Custodians For Your Assets
We rely on several custodians to safeguard your assets. All of our clients have separate custodial accounts setup under their name with the custodian bank of their choice. This provides you with better control over your assets and serves as an added precaution against fraud.
For the majority of our clients we use
, member FINRA/SIPC/NFA. TD’s advanced technology platform, coupled with personal support from their dedicated service teams, allows us to run our practice more efficiently and effectively, while optimizing our time with our clients.Using TD Institutional as our primary custodian, we have access to a robust offering of products, programs and services to help you reach your financial goals. These services include:
- Full range of investment strategies and trading services
- Wealth management services
- Technology and service support
- 24/7 online client reporting
- Safeguards designed to protect assets
- Strict ethical business practices
For qualified offshore clients, we offer the flexibility to use the offshore custodian/broker of your choice, including VP Bank and Global Trading, LTD.