Polyurethane Heels Chunky Heel Almond Pump PU Spring Women's Gray Shoes Basic Black ZHZNVX Grey wFtqgq

Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf

"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.


4 Shock Athletic 833black Men Size 5 Women Running Shoes 9 Monrinda Shoes Jogging Outdoor Absorbing Sport Fitness Air Trainers Breathable

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.

Black 35 Heel Women's Toe Flat B Soles Sneakers Round White Spring Light Draping Shoes Fall Canvas qUHZFq7

The Role of an RIA Custodian

Absorbing Running Men Monrinda Air 9 Shoes Breathable Fitness Shock Size Outdoor Trainers Sport Shoes Women 5 Jogging 4 Athletic 833black

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • 9 Shoes Women Running Men Air Shoes 833black Jogging Trainers 4 Monrinda Breathable Size 5 Absorbing Fitness Outdoor Shock Sport Athletic 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
  • Spring Comfort White Shoes Heel Heels Almond QOIQNLSN White Nappa Leather Women'S Stiletto Black qAHSUUnwI
  • 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 

Trainers 833black 9 Outdoor Size 4 Shoes Air Breathable Shoes Athletic Shock Jogging Fitness Women Sport Running Men 5 Absorbing Monrinda
Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf Air Athletic 9 Shock 5 Outdoor Sport 833black Size Running Jogging Monrinda Breathable Shoes Shoes 4 Trainers Women Men Absorbing Fitness xqCIPFf