Welcome to EverythingHR Financial Services. As independent registered investment advisors we are held to the highest standard of responsibility to our clients, therefore upholding us to always act in our clients’ best interests. This encourages a unique level of personalized service not always found in investor-advisor relationships. As a result, our clients receive objective and independent advice.
The Wall Street Journal
EverythingHR Financial Services Custodian
Schwab Institutional®, is EverythingHR Financial Services custodian. Schwab Institutional®, a division of Charles Schwab & Co, is the leading provider of custodial, brokerage and other related services to independent financial advisors. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Since 1987, Schwab has provided independent advisors with the platform, products, programs, and resources they need to serve their clients and grow their businesses efficiently and effectively.
By using Schwab as primary custodian, EverythingHR Financial Services has access to a wide range of products and services that help us serve our clients, including:
As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
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