Broker Check

Our Custodian

Raymond James

Raymond James

We have selected Raymond James Financial (RJF) for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to putting people, planning, and principles first, a cultural commitment that continues to guide the company today. RJF currently manages over $500 billion in client assets.

RJF receives regular national recognition for the high level of service that it provides, including recognition in 2014 by Fortune magazine as one of the most admired securities companies in the world. Their corporate headquarters in St. Petersburg, FL also provides my business with unique personal access to the talented team at Raymond James. I’m thrilled to be working for fellow Harvard alum, Tom James.

Have a Question?

Thank you!