Our Clearing Partners

Raymond James

We selected Raymond James as one of our partners for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $479 billion in client assets.

A Plan For Everything

As a Raymond James financial advisor  I can help you create – a financial plan designed for who you are, how you live, all the things you want to do and all the things you haven’t thought of yet. A plan designed to help you reach the major milestones like college and retirement without overlooking the smaller details like buying a new car or taking a dream vacation.

Strength and Stability

Since 1962, Raymond James advisors have been creating personalized financial plans. Our founder Bob James was a pioneer of financial planning, bucking Wall Street’s product-first mentality in favor of a belief that financial professionals could do more than sell stocks – they could help build brighter futures. For more than 50 years, Bob’s ideas and ideals have helped Raymond James grow steadily, even through economic downturns, to become one of the most stable independent financial services firms in the country. And every Raymond James advisor draws on our strength and exercises complete freedom to make the decisions, select the products and build the relationships that are right for clients like you.

TD Ameritrade

TD Ameritrade provides investing and trading services for nearly six million client accounts that total more than $600 billion in assets, and custodial services for more than 4,000 independent registered investment advisors. With clients placing, on average, approximately 400,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.

Our standard of excellence, record of innovation, and the mid-western roots that ground us, are as much a part of our values today as they were when we founded Ameritrade.  We believe in simplicity, which means straightforward pricing, intuitive tools, accessible education, and pragmatic guidance – available to every investor whenever they need it.