A Winning Relationship
Charles Schwab & Co., Inc.
Brixton Capital Wealth Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts.
Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Schwab has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
By using Schwab as primary custodian, Brixton Capital Wealth Advisors has access to a wide range of products and services that help us serve our clients, including:
Full range of investment products and trading services
Technology and service support
Wide array of investment account types including retirement accounts, charitable giving, and education accounts
Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
Separately managed account services for those who want to
leverage the expertise of institutional caliber money managers who specialize in particular investment styles.
Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
The Charles Schwab Corporation is one of the nation's leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Financial results and more information about The Charles Schwab Corporation's business and financial condition can be viewed at any time at www.aboutschwab.com.
Providing asset safety to your account is of the utmost importance.
Schwab Alliance carries one of the strongest in the industry.
Our commitment to privacy: Brixton Capital Wealth Advisors has a standing policy of protecting the confidentiality and security of information we collect about our clients.
This notice complies with Federal law and SEC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.
Customer complaints may be directed to Brixton Capital Wealth Advisors, 1305 Franklin Ave., Suite 300, Garden City, NY 11530 or by phone: 516.222.5300.
These materials have been independently produced by Brixton Capital Wealth Advisors. Brixton Capital Wealth Advisors is independent of and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab''). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Brixton Capital Wealth Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.