The bedrock of trust clients place with their advisor is embedded in the services the custodian provides: protecting assets, servicing accounts and ensuring compliance with government regulations.
The two best investment custodians to safely hold your investments: Charles Schwab &Co., and Interactive Brokers LLC.
Account statements, website and investment holdings are safely managed by these top investment firms, where you have access to the broadest investment options and the highest level of service.
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Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Bristol Financial LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com