For investment management, we use Charles Schwab Advisor Services and Altruist as our custodians that hold client funds.

With your authorization, we can we receive account information in order to monitor investments and deduct fees from your accounts. In order to rebalance or change investments in your accounts, we will present changes to you and proceed to changes after your have authorized them.

Financial planners and Core Planning do not have any access to hold client funds or withdraw funds from your accounts.