Why We Choose Charles Schwab Institutional
After extensive and ongoing research, we believe Charles Schwab
Institutional compliments our superior level of investment, fiduciary and back
office support our clients have come to expect. We carefully selected Schwab
Institutional as a resource tool for bringing our clients important advantages:
- Strong custodial & reporting services; a safe fiduciary arrangement for our client’s assets.
- Full SIPC protection on assets held in each client’s account.
- Strong, objective, service-focused vehicle; clients enjoy 1st class custodial & SIPC coverage freeing Harding Financial Group to concentrate on important client stewardship issues of wealth management, objective investment advice and portfolio management.
- HFG and Schwab work seamlessly together.
- Clients gain greater peace-of-mind knowing we are utilizing the finest investment platform in the financial services industry.
Recent developments in the market highlight the importance of choosing wisely among financial service firms. To those who select Harding Financial Group, we return their trust by delivering superior client service and sincere, focused dedication for achieving each client’s financial goals.
Other client advantages and reasons we utilize Schwab:
- No custodial fees.
- No IRA Account fees.
- Assets are safely held in client’s name at Schwab under SIPC protection.
- Monthly statements & pricing valuations come directly & independently from Schwab Institutional to each client.
- On-line, real-time client account access of investment positions, transactions, quotes, and market news.
- Institutional equity and bond Block trading capabilities.
- Electronic trading at discounted commission rates.
- Next-day notice of deposits, withdrawals, and account transfer progress.
- Special, comprehensive year-end tax reporting for each client, their accountant, and HFG.
- Automatic distributions, fund transfers, and bill payment services at no additional cost.
- Free check writing and VISA debit card.
We are delighted to continue delivering high quality account stewardship through our relationship with Charles Schwab Institutional!