Charles Schwab Custodian

Charles Schwab & Co. Inc. has been selected by Rittmann Capital Management (RCM) as the primary custodian for RCM clients assets. Rittmann Capital Management does not hold any client assets within our firm or its accounts, but rather they are held by Charles Schwab & Co. Inc. as they are an independent custodian. A custodian provides administration, safe-keeping, trade execution and reporting services directly to our clients.

Schwab Institutional, a division of Charles Schwab & Co. Inc. is a leading provider of custodial, operational and trading support for independent investment advisors. Since 1987, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. Using Schwab as primary custodian, Rittmann Capital Management has access to a wide range of products and support to help investors reach their financial goals, including:

  • Wide array of investment resources for retirement accounts, charitable giving, education accounts, variable annuities and alternative investments.
  • 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 24/7 and view positions, balances and account histories in one place.

Schwab is committed to the protection of investment assets and understands the importance of protecting them against loss and unauthorized use. As a registered broker-dealer, Schwab is subject to extensive rules and regulations intended to protect investors and the securities markets.

 

401(k) Rollover to IRA

Rittmann Capital Management makes rolling over an old retirement savings plan from a former employer easy for you.

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