Grant Street Asset Management has an established relationship with Charles Schwab & Co., Fidelity Institutional and TD Ameritrade Institutional. These custodians are responsible for retention and safekeeping of your assets, as well as trading and clearing transactions that Grant Street may direct. Within each company, we have a designated contact and support team, providing a solid communications network that compliments the investment management process.
Charles Schwab & Co.
Founded in 1974, Schwab serves over 9.4 million active customer accounts both domestically and internationally. Services offered for Investment Managers are considered to be the top in the industry. Charles Schwab & Co. is the largest custodian of Registered Investment Advisors’ (RIA) assets, with over $500 billion of client assets. Schwab’s Institutional trading groups are located in Phoenix, Arizona and San Francisco, California. Operations and clearing offices are centrally located in Orlando, Florida.
Fidelity Investments
Fidelity has over sixty years experience in the finance industry. Once primarily recognized as a mutual fund company, Fidelity has expanded its offerings over the years. Its Institutional Wealth Service Group, headquartered in Boston, is the second largest custodian firm in the United States with over $300 billion in RIA assets. A focus on superior customer service and innovative technology differentiates Fidelity from its competition.
TD Ameritrade
TD Ameritrade holds over $100 billion in RIA assets and provides custody services to more than 4,500 advisors.