Reassuring our clients through a checks and balance system
CAISSA uses Charles Schwab to hold and safeguard our clients’ assets. A custodian secures your investments and acts as the gatekeeper to your assets. By partnering with Charles Schwab, we create a checks and balances system in favor of our clients because your money is not held by the same person who advises you about how to invest it. Charles Schwab has provided custodial services to independent financial advisors for more than 25 years.