Decode custodians.
The essential primer for understanding all things custodian. Gain critical insights for making the right choices for your RIA today, and tomorrow.
Our 15-page guide offers comprehensive and granular insights, built to help you choose a custodian that aligns with your long-term business objectives.
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Inside the guide:
What custodians do.
Unpack what self-clearing custodians do, what they’re responsible for, and how they function within the larger ecosystem.
Choosing your custodian.
Explore how the choice of a custodian influences your firm’s operations, technology, client satisfaction, and bottom line.
How custodians sustain themselves.
Learn how custodians generate revenue, where they apply fees, and how they maintain profitable business models.
Your custodian’s impact on client relationships.
Delve into the factors that impact portfolio performance, portfolio management, and your firm’s connections with clients.
About the expert.
Jason Wenk
CEO, Founder
Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.
Modern times call for a modern custodian.
Use our platform to streamline RIA operations, diminish overhead costs, exceed client expectations, and deepen relationships.