Small custodians compete for advisers with niche needs

Though dwarfed in size by their bigger competitors, small custodians serve thousands of loyal RIA clients.

by Jeff Benjamin, InvestmentNews

When Tiem Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Center in Amherst, N.Y., he knew what he didn't want: an experience "that felt like I was calling into a cable company."

http://img.en25.com/Web/TrustCompanyofAmerica/%7B9d3f6faf-f7c8-412e-bc20-509183459238%7D_Investment_News_Press_Release-Custodians_ver2.pdf?utm_campaign=Setting%20the%20Pace-March%202017&utm_medium=email&utm_source=Eloqua&vyemail=christiebramlett%40gmail.c

User login