We use Charles Schwab & Co., Inc. as our primary custodian but can work with many other leading firms including: Vanguard, Fidelity Investments, FolioFn, and TD Ameritrade, to name a few.
No need to worry about a Bernie Madoff type of situation just because we are an independent shop; your money is kept securely at third-party custodians.
Charles Schwab & Co, Inc.: Asset Protection Programs and SchwabSafe Program.
