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Custody
One of the benefits of working with a registered investment advisor is that your assets are held by an independent third-party custodian, such as a brokerage firm.
This means that while your investments are being managed by Snow Financial Management, your assets are being held and safeguarded by an independent custodian.
We recommend Fidelity Institutional Wealth Services and Charles Schwab & Co., Inc. Institutional as custodians, but may be able to accommodate other platforms for clients, if needed.
As a Snow Financial Management client you can expect to receive quarterly investment reports, as well as either monthly or quarterly statements from your custodian firm.
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