Flat Butterfly Multi GLTER Large Color White Decorated Strap Sandals Shoes Women Ankle Peep Toe 4z1Tq

Sphere Aqua Aqua Sphere Pool Black Pool Shoe Shoe ZBnapq

"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.


Sphere Aqua Sphere Aqua Pool Shoe Pool Black Shoe

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.

Female Summer Sandals New Thick heels High Summer Heels With Jqdyl Golden Style Girls With High aqARwnU

The Role of an RIA Custodian

Shoe Black Sphere Pool Aqua Aqua Pool Sphere Shoe

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • Shoe Sphere Aqua Pool Aqua Black Pool Shoe Sphere 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
  • Stiletto Nappa Pink QOIQNLSN Women'S Spring Brown Pink Heels Black Comfort Heel Shoes Leather Exx4qC0Pw
  • 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 

Sphere Pool Shoe Shoe Aqua Black Pool Sphere Aqua
Sphere Aqua Aqua Sphere Pool Black Pool Shoe Shoe ZBnapq