Who Do You Custody Client's Assets With? | Milestone Financial Planning

Q: Who Do You Custody Client’s Assets With?

[fusion_builder_container type="flex" hundred_percent="no" equal_height_columns="no" hide_on_mobile="small-visibility,medium-visibility,large-visibility" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" border_style="solid"][fusion_builder_row][fusion_builder_column type="1_1" type="1_1" layout="1_1" background_position="left top" border_style="solid" border_position="all" spacing="yes" background_repeat="no-repeat" margin_top="0px" margin_bottom="0px" animation_speed="0.3" animation_direction="left" hide_on_mobile="small-visibility,medium-visibility,large-visibility" center_content="no" last="true" hover_type="none" first="true" min_height="" link=""][fusion_text hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" animation_direction="left" animation_speed="0.3" animation_delay="0"] We use Fidelity Investments to securely hold our client's accounts for our financial planning and investment management services. [/fusion_text][fusion_separator style_type="none" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" flex_grow="0" top_margin="30px" height="20" alignment="center" /][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Who Do You Custody Client’s Assets With?

We use Fidelity Investments to securely hold our client’s accounts for our financial planning and investment management services.

By David Bruck|2024-12-16T11:32:50-05:00May 19, 2023|Comments Off

Who Do You Custody Client’s Assets With?

About the Author: David Bruck

Subscribe to Our Blog & Events

Curious about learning more?
Let’s chat.

Locations

Who Do You Custody Client’s Assets With?

Share This Story, Choose Your Platform!

About the Author: David Bruck

Subscribe to Our Blog & Events

Curious about learning more? Let’s chat.

Locations

Curious about learning more?
Let’s chat.