For the purpose of maintaining transparency free from conflict of interest, First Western Advisors does not maintain custody of any client assets. We have formed a strategic alliance with several top custodians in the financial industry.
National Financial (NFS), a Fidelity Investments company, provides a custody platform for over 488 billion in assets which represents nearly 5.4 million accounts.
Client trades are executed through multiple channels, including NYSE floor operations, specialist operations, NASDAQ market-making capability, and third-party markets. As you might expect from a Fidelity Investments company, they are dedicated to execution quality, with an independent team focused solely on such. Other custodial responsibilities include trade execution, cost basis reporting, IRA maintenance, transfers, production and mailing of statements, prospectuses, and trade confirmations.
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