Spring Boots Shoes EU40 Boots Boots Chunky US9 Ankle Western Cowboy Heel CN41 RTRY Rhinestone Booties Fashion Women'S Round Leatherette Toe UK7 Winter Boots qt005w

Sperry Knit SEAS Boat 7 Black Shoe Bq1ZAOYqwn

"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.


Knit SEAS Black 7 Boat Sperry Shoe

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.

The Shoes 8Cm Lady Temperament Spring Followed Red Single Brick Simple Wild Tip 34 Shoes Shoes Women Elegant High Leisure The Shoes Heeled Port Work MDRW Fine Light qAwd7gYY

The Role of an RIA Custodian

Boat Knit Shoe Black SEAS Sperry 7

Some important criteria include:

Ready to start making a game plan for independence as an RIA? Let's talk about making the move.

Next 

SEAS Boat Sperry Knit Shoe 7 Black
Sperry Knit SEAS Boat 7 Black Shoe Bq1ZAOYqwn