Custodian

Charles Schwab & Co., Inc.

Overview

RM Private Wealth Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”). By using Schwab as primary custodian, RM Private Wealth Management has access to a wide range of products and support to help investors reach their financial goals, including:

  • Full range of investment products and trading services
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Wide array of investment account types including retirement accounts, charitable giving and education accounts.
  • Technology and support service so investors can access all their accounts online and view positions, balances and account histories in one place.

Clients may access their Schwab accounts by clicking here.

NOTE: By combining the expertise and talents of our investment management team, along with Schwab’s independence and full range of services, our advisors’ goal is to provide the best investment management strategies for our clients. Acting as a fiduciary, being transparent with our fee structure, offering investment management services that are in our client’s best interest will always be of utmost importance. RM Private Wealth Management is here to help with any of your investment issues or concerns.

About Schwab

Providing clients with a first-class wealth management experience requires a strong team. We partner with leaders in investment management and brokerage / custody services.

The Charles Schwab Corporation is one of the largest publicly-traded financial services firms based on client assets. At Schwab, data is fundamental to enhancing the customer experience, driving operational leverage, and reducing risk.

Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

Schwab is committed to the protection of investment assets and understands the importance of protecting them against loss and unauthorized use. As a registered broker-dealer, Schwab is subject to extensive rules and regulations intended to protect investors and the securities markets.