What is a Qualified Custodian?

We are a Qualified Custodian under the Investment Advisers Act (IAA), which means we safeguard your customers’ assets by adhering to strict requirements. A Qualified Custodian is also a determination that is made in the sole opinion of the Registered Investment Advisers (RIAs); ultimately, RIAs determine if custodians that they choose are Qualified Custodians.