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Charles Schwab

Charles Schwab is a top custodian in the industry and a great choice for a lot of RIAs. They do many things very well.

For one, they offer easy access to a wide variety of investment options. Second, they offer a great deal of tools and flexibility at a very low cost.

Where I think Symmetry differs is:

  • We provide the product due diligence to help simplify the investment offerings and story, without sacrificing the flexibility that clients desire.
  • We free up your time so that you can focus more on revenue-generating activities.

If you find that you’re spending too much time on those non-revenue generating activities, like trading, transfer processing and monitoring, billing, investment due diligence, and many more, and you would like to shift more towards the client-facing activities that will help to grow your business and bring in more revenue, then let us know and we can schedule a 30-minute call to discuss this in more detail.