Fidelity Investments - Custodial Services
We contract with Fidelity Investments as the custodian for your assets. A custodian is a financial institution that holds your assets and administers financial transactions on your behalf. Fidelity is one of the most respected and widely known custodians of financial assets in the world, with custodial assets greater than $3.2 trillion, more 401k plans than any other firm, and over 24 million individual investors and institutions as of December 31st, 2009.

Black Diamond Performance Reporting™
We also partner with Black Diamond Performance Reporting to monitor your investments. Black Diamond has one of the most comprehensive tracking and reporting systems in the industry. Their products are customized to suit the needs of our clients and provide a user friendly interface to view account performance.