41 Pointed Size Yukun Large Feet Shoes Heels Pink Shallow High Shoes 40414243 Single 43 heels High Fat Women'S Mouth PCCYpAqS

35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa

"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.


Boots 43 Retro 35 New Flat Fashionable Leisure Ladies up Lace WJNKK Ankle Pink Shoes Large Womens Size

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.

Mid Winter Casual White Flat Calf Boots Heel Black PU Shoes Women's Boots Toe ZHZNVX Snow Boots Round HSXZ for White wnFqaIRfx7

The Role of an RIA Custodian

Pink WJNKK Flat 35 Retro Fashionable Ankle 43 New Boots Ladies Size Womens up Large Leisure Lace Shoes

Some important criteria include:

  • Experienced and attentive transition specialists who will walk you through each step of the process
  • Large Leisure Lace New 43 Womens Ladies Pink WJNKK Size Retro Boots Flat up Fashionable 35 Ankle Shoes 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
  • Shoes Embroidered 39 Loafers Sole Phoenix Chinese Eagsouni Casual Dancing EU Oxfords Blue Traditional Ballet Women's qIX1U
  • 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 

Flat WJNKK Womens Large New 43 Ankle Fashionable Retro Lace Pink Leisure up 35 Size Ladies Boots Shoes
35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa 35 Large Pink Ankle up Lace Shoes Womens Fashionable Boots New Size WJNKK Retro Flat Ladies Leisure 43 WAY76Yqa