Our Custodians

TD Ameritrade

TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.

Raymond James

Raymond James is a member of the Securities Investor Protection Corporation (SIPC) which protects its member customers of up to $500,000, with excess SIPC coverage through various syndicates of Lloyd’s, a London-based firm.

In addition to its strength and stability as a custodian of client assets, Raymond James provides independent advisors a broad array of additional services including financial and estate planning, trust services, high net worth strategies, concentrated equity strategies and access to award winning equity research.

Citi Private Bank

We offer investment strategies across asset classes, objective advice, and research and due diligence to identify alternative and traditional investment opportunities, as well as access to capital markets, globally.

We provide institutional-like service, based on the best of Citi’s strategic thinking in asset allocation, market views and investment ideas.

Our investment platform comprises a wide range of objectively-selected opportunities across core strategies and geographies, from Citi and beyond.

Securities offered through Allied Millennial Partners LLC , member FINRA/SIPC

Check the background of this broker dealer at FINRA’s Broker Check site.