Our Custodial Partner

Our custodian holds your assets - much like a bank - and generates monthly statements. They also create a trading platform for The Wiley Group to make adjustments to your accounts.

Why Schwab Institutional?

Schwab Institutional, a division of Charles Schwab, is a leading provider of custodial, operational and trading support for independent investment advisors. Using Schwab as primary custodian, The Wiley Group has access to a wide range of products and support to help investors reach their financial goals, including:

  • Full range of investment strategies and trading services
  • Wealth management services
  • Technology and service support
  • Safeguards designed to protect assets
  • Strict ethical business practices

On Being Independent

Free from the influence of a large wirehouse or investment bank, the Wiley Group manages client portfolios for the long-term best interest of our clients - not for what is expedient right now. That means we choose the investment product that will deliver the most consistent return over time, not the products corporate financial institutions want to sell.

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