Our Supporting Partners

Learn more about our amazing partners

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Why Schwab?

Charles Schwab & Co., Inc. (“Schwab”), a subsidiary of The Charles Schwab Corporation, is the leading custodian for independent investment advisors. As the leader in market share for registered investment advisor custody, Schwab supports more than 7,500 firms with over $1.9 trillion in client assets and has been working with independent investment advisors for over 30 years.

Schwab holds more assets under management than any other custodian. With over 3 million accounts and 30 years’ experience, Schwab pioneered the business of custody.

Client securities are segregated from broker-dealer securities in compliance with the SEC’s Customer protection rule. In the unlikely event of insolvency of a broker-dealer, these segregated assets are not available to general creditors and are protected against creditors’ claims. Rigorous reporting and auditing requirements have been put in place by government regulators to help ensure all broker-dealers comply with this rule.

We trust Schwab with the incredibly important task of safekeeping your wealth because of their stable capital structure, long-standing commitment to security, and proven track record of dedication to service and investor support.

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More Information About Schwab’s Services + Added Client Benefits

Why Blueprint Investment Partners?

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Why Orion Advisor Tech?

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