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.