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 to provide these services for our clients. One of the custodians we use for client accounts is Charles Schwab.
The Charles Schwab Corporation provides custody services for approximately 7.5 million client brokerage accounts, 1.5 million corporate retirement plan participants, 544,000 banking accounts, and has $1.2 trillion in assets. Some of the most common custodial services include trade execution, cost basis reporting, IRA maintenance, transfers, production and mailing of statements, prospectuses, and trade confirmations.
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