$1.3 Trillion

More assets under management than anyone in the industry, with the resources, innovation, and insights to support over 7,500 independent financial advisors.

The Financial Strength and Security Your Money Deserves

WHY WE RECOMMEND SCHWAB

Schwab Institutional provides GGM and our clients with access to its institutional brokerage, including trading, custody, reporting, and related services, many of which are not typically available to Schwab retail customers. In addition, Schwab makes available dedicated support services to help manage and administer clients’ accounts, as well as help us grow.

We recommend that our clients use Charles Schwab & Co. (Schwab), a registered broker-dealer, member SIPC, as the qualified custodian of all actively managed accounts. Schwab and Schwab Bank (member FDIC) holds client assets in a brokerage account titled in the client’s name, and buys and sells securities when GGM instructs them to do so.

Schwab is committed to protecting your assets and maintaining security measures that are designed to keep personal information safe. At the end of the day, it’s all about trust. To give our clients peace-of-mind, they provide “The Schwab Security Guarantee” which states, “Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity.” Learn more about Schwab’s security measures and ways you can protect your identity.

Charles Schwab Client Learning Center

Learn more about how GGM and Schwab work together to serve you. You’ll find information on everything from opening an account, getting online access, and how Schwab protects your information online.

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