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Atlanta Money Manager, Financial Advisor, Financial Planner

My accounts are at Fidelity. Do you manage Fidelity accounts?

No. To keep our highly automated process as efficient as possible, we only manage accounts held at Schwab Institutional. Using one custodian means we have one trading platform, one set of documents, and one set of contacts. Our efficient process reduces unnecessary distractions, allowing us to stay closer to the markets and client accounts. Everything we do must pass the test of “does this help us make better investment decisions for our clients or is it an unnecessary distraction that can be eliminated?” Could we gather more assets if we used multiple custodians? Yes, but our primary objective is to manage risk for our clients, not asset gathering.

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