We are an independent registered investment advisory firm, but we are certainly not alone. Our resource partners include Fidelity Investments and Charles Schwab as our custodians and Dynasty Financial Partners as our wealth technology platform, providing back-office support, research and investment management access.
DecisionMap Wealth Management has selected Charles Schwab & Co., Inc. as a custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.
DecisionMap is a member of the Dynasty Financial Partners network, one of the wealth management industry’s pre eminent independent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center.
Black Diamond® Wealth Platform delivers an award-winning, cloud-based portfolio management platform that provides DecisionMap clients with secure “anytime, anywhere” online access to their total wealth picture. We use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.
Envestnet | MoneyGuide provides goals-based and cash-flow financial planning applications. Its powerful suite of solutions can enable advisors to expand their ability to better address the needs of all clients, regardless of wealth, stage in life, and complexity of finances. This platform's powerful modeling capabilities enable advisors to effectively illustrate the potential outcomes of different scenarios, helping clients make well-informed decisions about their financial future.
These materials have been independently produced by DecisionMap Wealth Management. DecisionMap Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. DecisionMap Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.
DecisionMap Wealth Management has selected Charles Schwab & Co., Inc. as a custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients.
The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.