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Strategic Partners

At Long Wharf we work closely with two strategic partners: Fidelity Investments and Charles Schwab. These renowned brokerage houses provide custodial services and back office support for all of our client assets – with no fees assessed to our clients.

Fidelity Investments

With nearly $2.5 trillion in custody, Boston-based Fidelity Investments has more than 60 years of experience through all types of markets. Fidelity’s comprehensive range of custody and reporting services includes asset servicing, cash management and lending, and trust services.

The Securities Investor Protection Corporation (SIPC) protects Long Wharf brokerage accounts maintained with Fidelity Brokerage Services (FBS). FBS also has additional insurance protection for cash and securities that supplements its SIPC coverage.

High-net-worth clients with complex and illiquid assets can turn to our sources at Fidelity for help with special cash management or borrowing needs. In addition, personal trust services are available from Fidelity to assist our clients in ensuring an orderly intergenerational transfer of wealth.

[Source: fiws.fidelity.com/reporting.shtml]

Charles Schwab

San Francisco-based Charles Schwab Corporation is a leading provider of custodial, operational and trading support with $1.2 trillion in client assets. Serving more than 6,000 independent financial advisors nationally, Schwab has more than two dozen offices in cities across the country, including Boston.

Schwab offers a full range of custodial, operational and trading support for independent, fee-based investment advisors like Long Wharf through its Advisor Services division. Sophisticated wealth management products and services are also available through Schwab.

Using Schwab’s GrowthPoint® suite of services, Long Wharf maximizes our best practices and resources to better serve individual clients. Just as with Fidelity, Schwab accounts are protected by SIPC; and Schwab also provides supplementary insurance protection.

[Source: www.aboutschwab.com/about/facts/schwab-institutional.html]