TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 6,000 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 on behalf of independent RIAs and their clients’ within the regulatory environment. Their collaborative approach and innovative technology solutions are designed to help us spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.

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TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and all third parties named, 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. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.