Ashworth Wealth, LLC Strategic Partners
Schwab Institutional is the largest provider of dedicated custodial services to the independent investment advisor community and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access. Schwab is a pioneering firm with a long history of working exclusively with independent financial advisors.
Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today's economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency, precision and transparency.
Pershing works behind the scenes to help financial institutions serve investors. Pershing offers a host of solutions to advisors, institutions, fund managers and other financial businesses—to help clients achieve a more secure financial future1.
You can feel confident that your assets are in strong hands. For 75 years, we have been committed to the safekeeping, servicing, and reporting of assets for investors. Pershing is the trusted choice of more than 1,400 financial institutions in 40 countries.
For over two decades, Buckingham Strategic Partners (BSP) has provided back-office services and portfolio management to a select group of America's most knowledgeable and successful independent financial advisors and their clients. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support. BSP also provides online access to client accounts and reports. BSP’s support services allow advisors to spend more time working with clients and less time dealing with the day-to-day management of operational details. We receive a high level of service from BSP, including a dedicated administrative team assigned to the servicing needs of our firm and our clients. BSP has offices in San Jose, California and St. Louis, Missouri.
Alta Capital specializes in designing separately managed account portfolios of individual stocks and bonds for investors looking to own highly profitable companies. Advantages of owning individual positions include tax planning benefits and the ability to make charitable contributions with highly appreciated security positions. Their process for security selection enables high net worth individuals to participate in the intrinsic values of companies that consistently produce free cash flow.
Fidelity Institutional Asset Management is one of the largest investment management organizations serving the U.S. institutional marketplace. It works with financial advisors and advisory firms, offering them resources to help investors plan and pursue their goals; it also works with institutions and consultants to meet their varying and custom investment needs. Fidelity Institutional Asset Management is a gateway to Fidelity’s original insight and diverse investment capabilities across equity, fixed-income, high-income and global asset allocation.
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