Yale Capital has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts.2

Schwab has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. By using Schwab as primary custodian, Yale Capital has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services
  • Technology and service support
  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place