SCLC [1] 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 [2] Companies not listed below.
Custodians/Broker Dealers
For a comparison of services offered and fees charged by SCLC’s primary Custodian/Broker Dealer partners, click here [6].
Mutual Fund Companies
How is SCLC different from other financial services firms?
What type of Private Clients does SCLC work with?
Links:
[1] http://www.schultzcollins.com/glossary#term371
[2] http://www.schultzcollins.com/glossary#term213
[3] https://www.fidelity.com/
[4] https://investing.schwab.com/trading/start/.IM?KC=Y&sim=y
[5] http://www.tdameritrade.com/
[6] http://www.schultzcollins.com//files/SummaryofCustodianBroker.pdf
[7] http://www.barclaysglobal.com/
[8] http://www.dfaus.com/
[9] https://www.fidelity.com
[10] https://flagship3.vanguard.com/VGApp/hnw/HomepageOverview
[11] http://www.pimco-funds.com/Login.aspx?ReturnUrl=%2findex.aspx
[12] http://www.schultzcollins.com/faq/difference
[13] http://www.schultzcollins.com/faq/targetclients
[14] http://www.schultzcollins.com/faq