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

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.