Schwab as Custodian
Charles Schwab & Co., Inc. – Our primary custodian
Fairview Financial takes the protection of your assets very seriously. For that reason we have chosen Schwab as our primary custodian.
You may already be familiar with the retail side of Schwab. They hundreds of offices and their advertising campaign is hard to miss. Investors, the media and industry experts consistently recognize Schwab for industry-leading service, advanced trading tools and extensive resources.
What is less well known is that the institutional side of Schwab provides the same cutting-edge technology and services to over 15,000 independent Registered Investment Advisors - just like us.