Strategic Relationships We have established relationships with industry custodians in order to serve our clients with comprehensive wealth management services. Our relationships are important to us and play a very important role in serving our clients.
We utilize the institutional securities trading platform of TD Ameritrade to custody most client assets. TD Ameritrade Institutional provides our clients with safety of assets and transparency. We use the trading platform of Motif Investing, LLC. a SEC registered Broker-Dealer.
We utilize Morningstar, a household name, for detailed research on more than 325,000 investments such as stocks, mutual funds, exchanged-traded funds (ETF’s), closed-end funds, 529 funds, separate accounts, offshore funds, hedge funds and variable insurance products.
Bond research is from Interactive Data Corporation. TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and El Camino Real Financial Advisors are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA| SIPC | NFA TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. Clearing, custody, or other brokerage services may be provided by other custodians.