Charles Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisory firms. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers clients the convenience of specialized institutional trading, banking, trust and pension services, cash management and 24-hour online account access.

Charles Schwab Institutional provides cost-effective access to wealth management and investment solutions with the financial safety and security that is essential in today's economic environment. In addition, Schwab is a leader in technological innovation, which enables us to manage portfolios with precision.

Morningstar, Inc.  is a leading provider some of the most respected independent research and commentary in the financial industry. Infact, Morningstar provides information on 380,000 investment offerings, including stocks, mutual funds, and similar vehicles along with real-time global market data on more than 5 million equities, indexes, futures, options, commodities and precious metals in addition to foreign exchange and Treasury markets.

Pershing, LLC (a wholly owned subsidiary of The Bank of New York) offers a comprehensive array of investment management solutions, from cash management to retirement planning. The Bank of New York is the oldest bank in the United States and is a global leader in the securities industry with $770 billion in customer assets in custody (as of June 30, 2010). One of their service companies, Lockwood Capital Management, provides our clients with an extensive platform with access to institutional global asset managers.