Protecting Your Investments
We have strategic partnerships with the following firms to serve as custodians of our clients' investment accounts:
This legendary investment management firm was founded in 1943 and is today one of the world's largest providers of financial services to over 20 million individuals and institutions. It provides custodial services for over $3 trillion in assets. For more information about Fidelity Investments, visit fidelity.com.
Charles Schwab has been one of the nation’s leading providers of financial services. Through its operating subsidiaries, Charles Schwab has provided securities brokerage and banking services for over 40 years. For more information visit schwab.com.
CAIS is a regsitered broker-dealer that offers access to third party hedge funds, private equity funds, precious metals and other structured products.
Provident Trust Company
To provide our clients with trust and fiduciary services, the founders of Patton Albertson & Miller created Provident Trust Company in 2003. Provident Trust Company is a representative office of National Advisors Trust Company (NATC), which is federally chartered and regulated by the Office of the Comptroller of Currency (OCC) and is a member of the Federal Deposit Insurance Corporation (FDIC). This strategic partnership allows us to provide our clients with trust and fiduciary services through Provident Trust Company while outsourcing such functions as administration and compliance to NATC. Serving as custodian for clients' trust assets is Fidelity.