Our Custodial Partner
Our custodian holds your assets - much like a
bank - and generates monthly statements. They also create a trading
platform for 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,
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
