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  2. About Us
  3. Schwab as Custodian

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.

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  •   4421 Kindletree Road, Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com
Investment advice offered through Fairview Financial LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

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