We are affiliated with the largest independent custodian in the United States.
We sought an independent custodian that allowed us to maintain control of the core components of portfolio construction and client connectivity — while affording us access to a partner that could serve in a fiduciary capacity for our clients. Commonwealth is that partner.
Utilizing an independent firm gives us access to open-architecture solutions for our clients and to world-class asset managers. The result: we are free to choose the best investment solutions for you.
Open-architecture platform with access to thousands of investment products and world-class asset managers — no proprietary product push.
Dedicated support for both advisors and clients, with a culture built around advisor success and client outcomes.
Best-in-class technology stack supporting financial planning, portfolio management, and client reporting.
Financial stability and regulatory strength of one of the largest privately owned independent custodians in the U.S.