Many advisory firms talk about their array of tools and resources. Every firm that is worth talking to
has them. The difference, however, is what the advisor does with them. Do they have the insight to use
them properly? How well do they apply them to help you? ACG’s insights may help provide a sense of
our ability to help you achieve success, as you define that term.
“Most kitchens have the same spices in the spice rack. That does not mean everyone is a good cook.”
– anonymous
A custodian is a financial institution that will hold or maintain your securities for safekeeping. In addition to holding securities for safekeeping, the custodian generally offers account administration, transaction settlements, collection of dividends and interest payments, and tax support.
Below are a few items you should consider when choosing the best custodian for you.
Choosing the right custodian is an important decision. Consider everything the prospective custodian offers and make the best, most informed decision possible. Also, remember that while it can be a time-consuming process to change custodians, if your current custodian relationship isn’t working, you can change it.
This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand