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Currently our list of recommended custodians (“Custodians”) includes: Charles Schwab & Co., Inc. (“Schwab”), TD Ameritrade, Inc (“TD”), Pershing, LLC (“Pershing”) and Trust Company of America (“TCA”).

In all cases, the recommended Custodian is a securities broker-dealer and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. We believe that each recommended Custodian provides quality execution services for you at competitive prices. Price is not the sole factor we consider in evaluating best execution. We also consider the quality of the brokerage services provided by the Custodian, including the value of the Custodian’s reputation, execution capabilities, commission rates, responsiveness to our clients and our firm and the value of services the Custodian provides.