Our clients use many different financial institutions to custody and trade their assets. We here provide links to the websites of the custodians our clients most often use. Use the links below for current information about the status of your accounts at a given custodian in another window.

• Fidelity
• Schwab
• TD Ameritrade

We supervise each private client portfolio under the protocols and procedures set forth in an Investment Policy Statement [IPS] that we tailor to the client’s unique circumstances, preferences and objectives. While each IPS is different, they naturally share certain features. One such feature is Portfolio Analytics, which describes the technical side of our portfolio supervision. Unlike the rest of the IPS, Portfolio Analytics is updated each year, as new data are added to economic history. Accordingly, rather than including a hard copy with each IPS—a hard copy that will be obsolete soon after it is delivered—we provide the most recent Portfolio Analytics here.

Our website also hosts the course syllabus and notes for Patrick Collins’ Portfolio Management course taught in the USF Masters of Science programs for executive MBA and Financial Analyst degree candidates. Click here to login.