Brokerage Practices
Anchored Wealth has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
By using Schwab as primary custodian, Anchored Wealth has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Technology and service support
- 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.
- Separately managed account services for those who want to leverage the expertise of institutional caliber money managers who specialize in particular investment styles.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors.
These materials have been independently produced by Anchored Wealth. Anchored Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Anchored Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.