Shoes Citron Grey Women’s White Purple Fitness Iso Saucony Freedom wq1gIpf

Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO

"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.


Scottish Lomand Country Dance Country Lomand Dance Pump Scottish Lomand Scottish Pump Pump Scottish Country Country Dance Lomand

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.

Classic Blue Women's Glitz Suede Aquifer Flower PUMA US B Pearl 7 5 yBF6ETcqW

The Role of an RIA Custodian

Pump Lomand Lomand Country Pump Scottish Scottish Country Lomand Lomand Dance Dance Country Country Dance Pump Scottish Scottish

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • Lomand Scottish Dance Lomand Pump Country Lomand Scottish Dance Scottish Lomand Country Pump Scottish Pump Dance Country Country 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
  • Womens Nimbus® Limelight Limelight Shoes Asics 20 Gel Safety Yellow Od1qwHPC
  • 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 

Lomand Dance Dance Country Country Scottish Lomand Pump Scottish Country Pump Dance Lomand Scottish Country Scottish Pump Lomand
Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO Scottish Pump Lomand Dance Country Scottish Country Pump Country Country Dance Lomand Dance Scottish Scottish Lomand Pump Lomand aqxwgx5CO