Who do you work with as a custodian and why?

We have had a wonderful relationship with TD Ameritrade Institutional Services for over 13 years. We have found them to be very responsive to our clients needs, have reasonable fees for our clients, and equally as important, server as an advocate for investor protection. The other two large independent custodians in the industry, Charles Schwab Institutional and Fidelity Institutional have kept silent on issues of investor protection, or even worse, have supported position contrary to what’s best for their own clients. To learn more about TD Ameritrade Institutional’s steadfast commitment to investor protection, click on this link.