Schwab Advisor Services™
Over 7,500 independent financial advisors of all sizes depend on Schwab. Here's why.
Princeton Global Asset Management
BRETT: Being independent, it sounds like you're on your own but it's very far from the truth. My team at Schwab is absolutely as passionate about our business as I am. We know we're aligned completely together to grow our businesses. When we do need to get something resolved, Schwab helps us get it done correctly the first time.
Schwab Advisor Services
JOE: We actively listen and really—just from end to end—give them that seamless experience, and be consultative with them. And really, if they come to you with an intricate situation, really be able to drill down, roll up your sleeves, and get that situation resolved for the end client and the advisor.
BRETT: They kind of created this category. Seeing the success Charles Schwab has had in the independent advisor space, I think we're very comfortable that Schwab will grow with our firm over time. This is a business that Schwab is dedicated to.
JOE: We're dealing with RIAs' livelihoods; we're dealing with clients' livelihoods. It's important to trust the custodian that you deal with day-to-day.
BRETT: There's enough to worry about in this business. Your custodian doesn't need to be one of them. Schwab is a champion for my independence.
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The views expressed are for general information purposes only and are not intended to be a substitute for specific individualized legal or compliance advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a professional. Examples described are for illustrative purposes only and do not represent a guarantee of future performance or success and may not be representative of your experience.
Princeton Global Asset Management is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. ©2018 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. (1018-8X00)