Custodian

Annette Di Bello, CPA, CFP, PC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is one of the leading providers of those services to independent investment advisors. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. 

By using Schwab as primary custodian, Annette Di Bello, CPA, CFP, PC has access to a wide range of products and services that help us serve our clients, including: 

• Full range of investment products and trading services 

• Technology and service support 

• Wide array of investment account types including retirement accounts, charitable giving, and education accounts 

• Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments. 

• Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.” 

The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. 

The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and the confidence their clients have in Schwab. 

These materials have been independently produced by Annette Di Bello, CPA, CFP, PC. Annette Di Bello, CPA, CFP, PC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Annette Di Bello, CPA, CFP, PC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction.