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Our Custodian and Resource Partner

Every independent advisory firm needs to select one or more custodians for their clients’ assets, and we are pleased to utilize Raymond James as our custodian and resource partner. For more information regarding our relationship, please consult our disclosure documents listed below.

Who is Raymond James?

Raymond James isn’t any one person. It’s thousands of people dedicated to you and your financial well-being. Bob James founded a different kind of financial services firm more than 50 years ago with the idea of putting people, planning and principles first. Some things never change.

We believed then, as we do now, that when it comes to your money, there is no substitute for a carefully considered, disciplined investment approach. While Raymond James has the resources to match even the largest firms’ capabilities, the focus is on building and supporting individual relationships based on trust and integrity.

Since the firm was first established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

It’s been our privilege for more than 50 years to support the goals of clients – and we look forward to continuing to do so for many, many years to come.

*Data as of March 31, 2016

1 Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.