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Grant Street Asset Management has an
established relationship with Charles Schwab & Co. and Fidelity Investments
Institutional Brokerage Group. 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, which completes the investment
management process. Charles Schwab & Co.Founded in 1974, Schwab serves over 7.7 million active customer accounts both domestically and internationally. Services offered for Investment Managers are considered to be the top in the industry. Independent Investment Manager client assets totaled $234 billion at the end of 2000. 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 InvestmentsFidelity has over fifty years experience in the finance industry. Once primarily recognized as a mutual fund company, Fidelity has expanded its offerings over the years. Its Institutional Brokerage Group, headquartered in Boston, is the third-largest custodian firm in the United States. A focus on superior customer service and innovative technology differentiates Fidelity from its competition. |