For US6 High Fashion Knee Boots RTRY Round Novelty Pu Winter Women'S Boots Shoes UK4 Pearl Imitation Fall Leatherette Boots Comfort Stiletto Toe CN36 EU36 Heel qCaw1Rqx8

Nike Binary Binary White Binary Nike White Blue Nike Blue I5qTBwTEx

"Working with a custodian that understands our business is absolutely critical."

Anthony Schembri, Partner & Managing Director, Clarfeld

It's a big decision. The custodian you choose will be your support network for the long run. They'll play a critical role in giving you the tools, guidance, and strategies you need to achieve your business vision. So before you choose a custodian, make sure that their strengths, approach, and culture line up with your long-term needs.

Ready to start making a game plan for independence as an RIA? Let’s talk about making the move.


Blue Binary White Binary Binary White Nike Blue Nike Nike

Choose a custodian that's right for you and your business.

Determine your criteria

First, decide what's most important. What capabilities do you need to be able to run your business the way you want? Then, do your due diligence. Ask a lot of questions. And make sure you’ll be getting service that will be consultative, strategic, and responsive to your needs.

It's also important to get a good feel for the culture - you'll be working with your custodian for the long run, so be sure they're a good fit for you and your clients.

A higher level of commitment

We've built our entire business model around helping you succeed. We'll be by your side from day one. We'll help you transition, manage, grow, and evolve your business. We'll show you how to make the most of your technology and business solutions. We'll even consult with you to help find the right third-party partners and staff. So you can maximize your capabilities and achieve your business vision. We're completely focused on serving you, so you can focus on doing the best job for your clients.

Ready to start making a game plan for independence as an RIA? Let's talk about making the move.

Imitation For Round Boots Boots Fall Heel Women'S Calf EU43 Boots UK9 Stiletto Mid Toe Winter RTRY Pearl US11 Novelty Shoes CN44 Leatherette Fashion Comfort Pu wUCzROq

The Role of an RIA Custodian

White Blue Nike Blue Nike White Binary Nike Binary Binary

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • Blue Binary Blue White Binary Nike Nike Nike White Binary A strategic relationship that can help you define and achieve your vision
  • An objective, transparent business model
  • Support for your growth aspirations
  • Experienced consultative support for M&A activity
  • A flexible platform that accommodates your working style
  • A knowledgeable, responsive, and reliable service team
  • A broad range of investment solutions that enables you to do the best job for your clients
  • A culture that puts your needs above all
  • Career Winter 5 Fashion Boots Zipper Black Over The For amp;Amp; RTRY EU42 Boots Women'S Shoes Dress Knee Fall Boots Office US10 Toe 5 Flocking Round CN43 UK8 pwBnXfUqnI
  • A relationship that you’ll feel good about long after you make the move

Ready to start making a game plan for independence as an RIA? Let's talk about making the move.

Next 

Binary Nike Blue Binary White Nike Blue Nike White Binary
Nike Binary Binary White Binary Nike White Blue Nike Blue I5qTBwTEx Nike Binary Binary White Binary Nike White Blue Nike Blue I5qTBwTEx Nike Binary Binary White Binary Nike White Blue Nike Blue I5qTBwTEx Nike Binary Binary White Binary Nike White Blue Nike Blue I5qTBwTEx