In recognition of our client’s desire for choice and diversification, we have a secondary relationship with Charles Schwab.  Charles Schwab has been helping independent advisor’s custody assets for over 30 years and has $1.3 billion of assets under management and $3 trillion under administration.  In 2016, Schwab had over $7 billion in revenue with $1.8 billion in net income.  Schwab has an industry leading technology platform that makes it easy for our clients to access and analyze their accounts.