Amicus Financial Advisors (Amicus) has selected Schwab Institutional, a division of Charles Schwab & Co., Inc., as our primary custodian – meaning they hold your assets. Such a relationship allows our firm to focus on research, portfolio management, and financial planning.
The Nature of Our Relationship
Amicus has selected Schwab Institutional, a division of Charles Schwab & Co., Inc. as the custodian for Amicus's clients. Having Charles Schwab & Co., Inc. as custodian for our clients allows us access to a large selection on non-proprietary products, comprehensive services, trading support, and technology support.
Our recommendations are made solely by AFA and bear no input in any way from Schwab Institutional. Information obtained on our website in no way reflects the opinion of Charles Schwab & Co., Inc., and the converse is true as well, no information obtained from a Charles Schwab & Co., Inc. or affiliated website in no way reflects the opinion of AFA. No revenue sharing takes place between AFA and Charles Schwab & Co., Inc.. AFA and Charles Schwab & Co., Inc. are separate entities that work together to serve you, the investor. Our relationship with Charles Schwab & Co., Inc. provides increased levels of service and a vast array of products that help AFA help you reach your financial goals.