ACCOUNT CUSTODIANS (FIDELITY INVESTMENTS OR SCHWAB INSTITUTIONAL)
While ALWM provides investment advice, we do not have direct access to your account assets. As a client you choose either Charles Schwab or Fidelity Investments to custody your account. With your permission, ALWM receives Limited Power of Attorney to submit trade requests on your behalf and provide you with regular reports that summarize your portfolio’s performance. However, you remain in control of your assets by having them held in accounts in your name. Both of our custodians provide us with the platform, products, programs and resources to serve our clients and grow our businesses efficiently and effectively.