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Home > Independent Custodian

Independent Custodian

Fidelity
We recommend and request that our clients use Fidelity as their custodian for any accounts we manage.

We recommend Fidelity primarily because of their status as a family-owned and employee-owned company, access to a wide variety of investments, competitive pricing, and quality in executing large securities orders.  We believe Fidelity provides our clients with the best overall value.

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