SCLC considers the organizations listed below to be our primary financial services business partners. However, this list is not intended to be comprehensive. SCLC works less frequently with other Custodians/Broker Dealers and Mutual Fund Companies not listed below.

Custodians/Broker Dealers

• Fidelity Brokerage Group
• Charles Schwab Signature Alliance
• TD Ameritrade Services

For a comparison of services offered and fees charged by SCLC’s primary Custodian/Broker Dealer partners, click here.

Mutual Fund Companies

• Barclays Global Investors
• Dimensional Fund Advisors
• Fidelity Investments
• Vanguard
• Pimco Institutional