We do not maintain custody of your assets. We recommend custody at Charles Schwab or TD Ameritrade. They will safeguard your assets and send you monthly statements as your custodian. We will provide you with customized quarterly statements that focus on measuring performance compared to benchmarks. Access to our website will allow you to check account balances, obtain excellent research, and communicate with us via email.

Click here to access Schwab.

Click here to access TD Ameritrade.