Our Custodian

TD Ameritrade Institutional

The Merriam-Webster dictionary defines the noun “custodian” as: 

one that guards and protects or maintains; especially, one entrusted with guarding and keeping property or records.

In our opinion, in order to provide our clients with the purest form of conflict-free advice, our relationship with the organization that custodies our clients’ assets must be independent from the advisor – that is, the advisor is not working for the custodian. By keeping the custodian and advisor independent from one another, the potential for conflict of interest is markedly reduced. The custodian provides a platform for processing client trades, generating client statements and maintaining records.

In 2012, ValueWealth Services agreed to a working relationship with TD Ameritrade Institutional.

The TD Ameritrade Institutional Difference

TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind – impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients’ needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits all solution and more time focused on exceeding your expectations.

*TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and ValueWealth Services are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission.