Strategic Partnerships
In 2018, the firm partnered with Charles Schwab Advisor Services, an industry leader and largest custodian of RIA assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Protecting your accounts and information is Charles Schwab’s top priority. When you choose Schwab as a custodian, you are working with an industry leader that takes its fiduciary responsibility very seriously. Schwab has a strong culture of risk management and have designed a secure website and mobile apps to make it easy for you to work with us. Occasionally, our policies and procedures may seem conservative or inconvenient, such as when a Schwab representative calls you to confirm a wire request.
Their systems and controls are based on sound principles and are ultimately designed to protect your information and your account. Schwab strives to keep our behind-the-scenes security measures and practices confidential to make it more difficult for fraudsters to gain an edge.
Odyssey Capital Advisors has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.
Founded in 1934 by economist Harold Dorsey, Argus Research Company provides systematic, independent research and analysis on U.S. equities to the professional market. Using a top-down methodology, the Argus staff of analysts offer forecasts and ratings on the U.S. economy and objective investment research analyzing hundreds of leading blue chip companies.
LSA is an investment research firm that influences over $6 billion in assets. Employing a fiduciary-first approach that utilizes a strong downside protection process, LSA reviews and analyzes 2,500 indices, including MSCI, S&P, Russell and Citigroup. LSA analysts focus on understanding how investment models perform in different market conditions in the constant search to effectively manage risk.
As a prominent independent wholesale distributor of life insurance, Crump links a national network of approximately 200,000 financial services professionals with the products manufactured by approximately 100+ highly rated insurance companies. Crump supports the distribution of traditional and variable life, long-term care, disability and annuity products with the industry’s premier sales and back-office support services.