Charles Schwab - Custodian

At Taylor & Williams, we believe our valued clients deserve the very best. That is why we ensure that a highly regarded and qualified third-party oversees all client funds. That third-party is Schwab Institutional Services (SIS), a division of Charles Schwab & Co., the leading provider of custodial, operational and trading support for independent, fee-based investment advisors. SIS holds in custody more than $542 billion, and provides transactional and custodial support for more than 5,500 independent investment advisors.

Why use a third-party custodian for your funds? We believe that the tools and analysis supplied by Schwab are an invaluable aid in assisting us in garnering a solid return on your investments. Also, having our clients’ funds held by one custodian helps simplify the process of investing. It also significantly reduces the need to communicate with multiple entities.

Also, it just makes good sense to work with the industry leader, and Schwab is recognized by many as the most reliable, best and largest investment custodian.