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Summary: The ideal RIA custodian might have the steel-vault safety-of-assets qualities of Pershing Advisors Solutions, the retail-polished service quality of Schwab Advisor Services, the software swagger of Fidelity Custody & Clearing Solutions, the feistiness of TD Ameritrade Institutional, the purity of RIA purpose of Trust Company of America or Shareholders Service Group and the omnibus trading abilities of a Folio Institutional.
 If you look at our management team, I’ve been here seven years and I’m the newest tenure. When you talk about recruiting, we are a very cohesive group and work excellently together. It’s rare to find a group of people who have been together for so long especially servicing independent RIAs."Dan Skiles. President, Shareholders Service Group Inc |
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