As a fiduciary, we are fundamentally concerned about the safety of our clients portfolio assets. NAMCOA’s 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 NAMCOA may use for managed portfolio brokerage and trust type accounts, in alphabetical order:
- AssetMark www.assetmark.com
- Equity Trust Company www.trustetc.com
- Goldman Sachs www.goldmansachs.com
- Interactive Brokers www.interactivebrokers.com
- SEI Trust Company www.seic.com
- Shareholder Service Group www.ssginstitutional.com
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 and input from a NAMCOA Investment Advisor.
RETIREMENT PLAN CUSTODIANS
NAMCOA 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:
- SEI Private Trust Company
- The Pacific Financial Group
For more information, please contact us.