Our Asset Custodian

Why Charles Schwab?

Charles Schwab specializes in working with independent Registered Investment Advisors to provide them with world-class support and solutions. Charles Schwab provides Oak Grove Capital with: (1) state-of-the art trading and execution services, (2) clearing and custodial services, and (3) innovative technology and practice management solutions to facilitate unparalleled service for our clients.

The entrepreneurial culture at Charles Schwab eliminates the conflicting large corporate bureaucracy and preferential sales relationships with specific product providers. It results in resource allocation decisions being made on the investment merits, in the best interests of its financial advisors and their client. In turn, Oak Grove Capital is unconstrained from bias or pressure to promote a particular product or strategy, allowing us to act solely in your best interest. This approach differs from the wirehouse and regional bank asset management firms whose representatives are accountable to a parent company and its shareholders for revenue growth targets set for them, often with incentives linked to the sale of particular products.

Charles Schwab provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs). For more information about Charles Schwab, please visit their website.