Custodian Relationships

Custodian Relationships2018-06-14T16:24:28+00:00

Our advisor team provides a comprehensive array of management services and resources to develop and maintain tailored solutions that match your family’s needs. We do this by:

  • Developing a customized investment portfolio through separately managed accounts, maintained by our custodians, Charles Schwab & Co. and Fidelity Investments®;
  • Working with families and their tax and estate planning professionals to ensure investments are focused on after-tax returns and are appropriately allocated to achieve each family’s long-term goals; and
  • Monitoring our clients’ outside money managers.

We strive to be a trusted advisor across the following asset classes:

  • Equities
  • Fixed Income
  • Cash and Cash Equivalents
  • Private Equity
  • Alternative Investments

As your family’s trusted advisors, our knowledge of the complete picture of your circumstances combined with our investment experience and acumen will aid in bringing peace and tranquility to our client families both at present and in the future.

Charles Schwab

  • In business for over 40 years, is publicly traded, and has a market cap of more than $58 billion
  • Innovative leader in the investment industry – #1 in serving as custodian for independent advisors
  • For more information about Charles Schwab & Co., Inc., visit Schwab.com

Fidelity

  • Fidelity Investments® is one of the world’s largest providers of financial services
  • Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms
  • For more information about Fidelity Investments, visit Fidelity.com

Fidelity Investments is an independent company unaffiliated with Tranquility Partners, LLC. Fidelity Investments is a service provider to Tranquility Partners, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Tranquility Partners, LLC and does not guarantee, or assume any responsibility for, its content.Fidelity Investments is a registered service mark of FMR LLC. 14 Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 823131.1.0

Looking for something else?

Family Office Services
Financial Strategy and Coordination
Financial Data Aggregation and Reporting
Lifestyle Enhancement
Wealth Transfer Planning and Execution

Wealth Management