Our Primary Custodians for Client Assets

When you work with us, your investments are held safely at two of the largest and most respected custodians in the world: Fidelity Investments and Charles Schwab.

• Founded in 1946, headquartered in Boston, MA
• Privately owned, with control retained by the Johnson family and employees through holding company FMR LLC
  
• Led today by Abigail P. Johnson, granddaughter of the founder, as Chair & CEO
  
• Among the largest custodians globally, with $15 trillion in assets under administration (2024)
  
• Serves more than 50 million investors across the U.S.
  
• Backed by a team of 83,000 employees worldwide

• Founded in 1971, headquartered in Westlake, TX
• A publicly traded company (NYSE: SCHW)
  
• Led by President & CEO Rick Wurster
  
• Oversees $11 trillion in client assets (as of August 2025)
  
• Serving millions of investors with a team of 32,000 employees

By partnering with two of the largest and most established custodians in the industry, we provide clients with:

• Financial strength & security
  
• Independent custody of assets
  
• Cutting-edge technology and service platforms
  
• Decades of experience serving millions of investors