CAISSA uses Schwab for custodian, what does this mean?
CAISSA uses Charles Schwab to hold and safeguard clients’ assets. For many investors, this provides a reassuring system of checks and balances because your money is not held by the same person who advises you about how to invest it. The custodian holds your investments and acts as the gatekeeper to your assets. Charles Schwab has provided custodial services to independent financial advisors for more than 25 years.