TD Ameritrade - Custodian PDF Print E-mail

We choose to have client accounts at TD Ameritrade Institutional, one of the world’s largest discount brokerage firms. As a custodian of client assets, TD Ameritrade provides an excellent security system and leading-edge technology, facilitating our servicing of client accounts.

In managing money, we use exchange-traded funds (which typically have low internal expense ratios) extensively. TD Ameritrade asked Morningstar to provide a list of 100 exchange traded funds (ETFs) advisors would be likely to use. TD Ameritrade allows advisors to trade those 100 ETFs without any ticket charges. We use those 100 ETFs when we can. When we do not find ETFs on that list that meet our investment objectives, our clients still benefit from low ticket charges on other ETFs through TD Ameritrade.