Portfolio Management
Account Custodians
As a fiduciary, we are fundamentally concerned about the safety of our clients portfolio assets. Our due diligence hurdles on account custodians include those that are financially strong, provide clients 24/7 online account access, have low account and trading fees and have demonstrated consistent high level personal customer service, provide additional account insurance and demonstrate integrity as a business organization.
Below are the custodians that we may use for managed portfolio brokerage and trust type accounts, in alphabetical order:
Collectively, these custodians may also be Platform Managers and provide related investment advisory and performance measurement services that may be provided through their third-party platform. As Platform Managers, they would be responsible for managing model portfolios, taking into account each client risk profile.
RETIREMENT PLAN CUSTODIANS
We can work with virtually any record-keeper/custodian, as in the case of retirement plans, the plan sponsor has the final choice and selects their record-keeper/custodian. NAMCOA has never received commissions from any custodian, of any type, our competitive fees can be paid out of plan assets and/or be direct-billed.
In alphabetical offer, the retirement plan custodians we can work with are:
- Ascensus
- AssetMark
- Empower
- ePlan
- Fidelity
- Newport Retirement Service
- Paychex
- SEI Private Trust Company
- The Pacific Financial Group
For more information, please contact us.