ResourcesAs your financial advisor, we are dedicated to making decisions about your money based on the highest degree of scrutiny and transparency. To fulfill this promise, we invite you to read more about the organizations we employ and work with.
An independent custodian works for the benefit of both the client and the Registered Investment Advisor (RIA). The custodian serves the client by providing third party, independent information regarding positions and transactions in a client’s account.
Our custodians provide Benemark access to a wide range of services that help us serve our clients, including:
- Full range of investment products and trading services
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
Observing our commitment to you, we offer the following brokerages as the custodians for your assets.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.
Founded in 1971, Charles Schwab & Co., Inc. is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors and corporate and retirement plan sponsors and participants.
SEI Investments Company is a leader in the financial services industry and one of the world’s largest manager of managers. Since 1968, they have been a prominent global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
The above information has been independently produced by Benemark. Benemark is independent of, and has no affiliation with Charles Schwab & Co.(Schwab), Fidelity Investments Inc. (Fidelity) or SEI Investments Company (SEI). Schwab, Fidelity and SEI are registered broker-dealers and members SIPC. Schwab, Fidelity and SEI have not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab, Fidelity and SEI independently verified any of the information in them. Benemark provides you with investment and financial advice, while Schwab, Fidelity and SEI maintain custody of your assets in a brokerage account and will affect transactions for your account on our instruction.