Women’s Shoes Black Grey Gb Gola Lovana Blue Charcoal Fitness RpqxSUw

White Nike Huarache Air SE Sneaker dwIqZOEw

"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.


White SE Nike Huarache Sneaker Air

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.

DC Evan Hi Women’s Skateboarding Winter We9 Brown Shoes Wheat HHaUqw

The Role of an RIA Custodian

Huarache Air SE White Sneaker Nike

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • SE Huarache Sneaker Nike Air White 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
  • Roxy Women’s Blue Beach Stamp and Ii Pool Viva Navy Shoes Na4 qrZqwTO
  • 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 

Sneaker White SE Huarache Nike Air
White Nike Huarache Air SE Sneaker dwIqZOEw White Nike Huarache Air SE Sneaker dwIqZOEw White Nike Huarache Air SE Sneaker dwIqZOEw White Nike Huarache Air SE Sneaker dwIqZOEw White Nike Huarache Air SE Sneaker dwIqZOEw White Nike Huarache Air SE Sneaker dwIqZOEw