Canter Wealth has partnered firms to provide our clients with the latest technology and access to market commentary from multiple sources and points of view. Prior to engaging with any firm CSWM goes through a rigorous due diligence process to ensure they meet our strict guidelines.
Charles Schwab provides a comprehensive range of innovative trading, custody and client services to help advisors provide investment management to individuals, families, and institutions. These services help advisors focus on their primary mission — management of their clients’ individual portfolios — while providing a personalized and customized experience. Advisors can benefit from the service and experience of a trading desk with dedicated teams for equities, fixed income and mutual funds, and they can also turn to Schwab for central custody of client accounts.
Focus 1 Associates LLC is a premier provider of regulatory SEC compliance and RIA compliance services. They specialize in assisting registered investment advisers, private funds, and hedge funds with their compliance needs under Rule 206(4)-7 of the Investment Advisers Act of 1940.
In 2006, Ameritrade purchased TD Waterhouse USA from TD Bank Financial Group, creating TD Ameritrade, one of the largest discount brokerages in the United States – and the largest in terms of average client trades placed each day. The merger with TD Waterhouse helped the company expand its product offering, with a more concentrated focus on long-term investing, guidance and asset gathering. With a nationwide branch network and offerings for IRAs and college savings accounts, among other things, the company created unique tools designed to make the planning process less intimidating for American investors. Tools that help investors decide between Traditional and Roth IRAs and the asset allocation guidance tool, Portfolio Planner, helped make TD Ameritrade a bona fide player in the competitive retirement business.
Fidelity Investments provides financial planning and retirement options such as IRAs, annuities, and managed accounts; brokerage and cash management products; college savings accounts; and other financial services for millions of individual investors. Fidelity also brings sophisticated technology and highly personalized service together to offer clearing, custody, investment products, brokerage, and trading services to a wide range of financial firms.
FocusPoint offers everything from an integrated client database and portfolio management system, to fully aligned systems for procedural and administrative support. The program is enhanced by their advisor-minded philosophies and strategic business guidance, and bolstered by compliance, case writing, marketing, and technology support. Utilizing a web-based virtual office concept, they deliver a fully outsourced and turnkey business solution for fee-based advisors.
TriVant Custom Portfolio Group, LLC