Separately Managed Account Investment Strategy
Clients open accounts at Charles Schwab, which is the largest provider of custody services in the United States. Clients have:
- Real-time access to their accounts with full transparency into investments
- Immediate liquidity providing ability to withdraw money at anytime
- Detailed monthly statements mailed directly from Schwab.
For more information, please contact Doug Cataldo at DC@SL-Advisors.com