Those who operate within the independent financial industry benefit from new and advanced technology. As a result, we have the ability to tap industry-leading resources and to customize a platform that supports our service and product philosophies.
Our independence is essential to upholding the fiduciary standard. To assure transparent, objective, client-centric operations, we purposely separate our advisory role from trading, creating products and services, and providing custody, which we entrust to industry leader Charles Schwab Advisor Services.
Charles Schwab Advisor Services
As a Registered Investment Advisor, we will not be holding your assets. We have chosen the firm Charles Schwab, one of the largest and safest repositories for financial assets in the custody business today. In 2017, Schwab was selected as one of the Fortune Top 50 “World’s Most Admired Companies.” It is responsible for more than $3.36 trillion in client assets as of December 31, 2017. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the strongest financial firms in the custody business today, and why we chose it to safeguard your assets. In short, it has one, and only one, business: to serve as a safe custodian for your funds.
Winner of 2017’s “Best Wealth Management Platform” award from FinTech Breakthrough, eMoney’s fully integrated platform delivers streamlined and sophisticated wealth planning capabilities throughout the advisor-client lifecycle. The platform includes an intuitive interface, financial planning options, aggregation capabilities and diverse resources that, combined, facilitate outstanding collaboration and efficiency. Currently, it tracks more than $1.4 trillion in client assets; it is used by 46 out of the nation’s top 50 broker/dealers and by fifty percent of the top U.S. insurance companies.
Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 1,000 firms that have selected Black Diamond to help manage more than $600 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.