Where is my money custodied?

by: Smith and Howard Wealth Management

Your investment assets are typically held at Charles Schwab, the largest custodian in the country for independent Registered Investment Advisors. Our clients enjoy the peace of mind that comes from Schwab’s cutting-edge account security, technology and administrative services. For example, Schwab’s Security Guarantee means that 100% of any loss in a Schwab account due to unauthorized activity is covered.