TD Ameritrade as Custodian

TD Ameritrade Institutional – Our primary custodian

Fairview Financial takes the protection of your assets very seriously. For that reason we have chosen TD Ameritrade Institutional as our primary custodian.

You may already be familiar with the retail side of TD Ameritrade. They have over 100 offices and their advertising campaign is hard to miss. Investors, the media and industry experts consistently recognize TD Ameritrade for industry-leading service, advanced trading tools and extensive resources.

What is less well known is that the institutional side of TD Ameritrade additionally provides the same cutting-edge technology and services to over 4,000 independent Registered Investment Advisors just like us.