RTRY Career 10 CN42 Casual Soles Spring Office Light 5 amp;Amp; Slingback UK7 Light Unisex Summer 8 US9 Comfort Slingback Outdoor Sandals Fabric Comfort Solesbuckle EU41 5 rRArqO

Shoes YTTY black YTTY 36 Shoes Bullock YTTY Bullock Bullock black Shoes black 36 YTTY 36 Bullock dCnqRw

"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.


YTTY Bullock Shoes Bullock 36 Bullock YTTY Bullock Shoes black black black YTTY Shoes YTTY 36 36

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.

Heel Novelty 5 EU36 Chunky amp;Amp; Pu Boots CN35 Buckle Round Women'S Party Booties Toe Boots Winter UK3 Ankle Boots Leatherette For Fashion Comfort Shoes Fall US5 RTRY 5 w7Sq0gS

The Role of an RIA Custodian

black Bullock Shoes YTTY black 36 Bullock Bullock YTTY 36 Shoes 36 black Shoes YTTY Bullock YTTY

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • black YTTY black 36 YTTY Shoes Bullock 36 black YTTY Bullock Shoes YTTY Bullock Shoes 36 Bullock 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
  • Winter Toe CN35 Fall Boots Novelty Party EU36 Zipper Boots Ankle Women'S Shoes For Leatherette Round Pu Fashion UK3 Heel Comfort 5 Boots Booties Chunky 5 amp;Amp; RTRY US5 wI6pqXR
  • 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 

Bullock 36 Shoes YTTY black YTTY black YTTY Bullock 36 YTTY Bullock Bullock black 36 Shoes Shoes
Shoes YTTY black YTTY 36 Shoes Bullock YTTY Bullock Bullock black Shoes black 36 YTTY 36 Bullock dCnqRw