We recommend TD Ameritrade Investments as custodian to our clients and hold the majority of our assets with their firm, but your brokerage firm is your choice. Our portfolio management and reporting software will work with nearly all brokerage firms. As an independent advisor, WE CAN NOT MOVE OR DIRECT FUNDS AWAY FROM YOUR ACCOUNT. This protects you as an investor by restricting our firm’s capacity on your account to viewing your investments and trading on your behalf.
Your custodian’s responsibility is to provide you with monthly statements, allow your account balance and investment portfolio to be viewed on-line, and provide a timely and orderly trading platform. Lifetime Capital Management will provide you with quarterly performance and goal progression updates, timely market commentary, and proactive outreach and trading when deemed necessary by your advisor.