Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians
Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by Barron’s to discuss changes to the custodian landscape and how choosing the right custodian partners has taken on greater importance for some registered investment advisory firms.
Article Excerpt: “It’s tough enough to land a new client,” says Sachs, who serves as chief investment officer at the firm. “So it’s nice to be able to say ‘Oh, you’re already on Fidelity? We can keep you on Fidelity.’”
Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.
