Hopefully we have convinced you that our business model and investment philosophy offer the right solution for your financial needs.
Now we dive deeper and explain how a truly independent firm can offer world-class security and sophistication. The key component is our ability to search out and partner with the best service providers in the industry.
“A financial institution that holds customers' securities for safekeeping so as to minimize the risk of their theft or loss. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms”
Wynn Capital has chosen TD Ameritrade as our custodian so the assets we manage are kept in very good hands. TD Ameritrade is one of the largest and most respected custodians in the world. They are entrusted by over 4,500 registered investment advisors with the safe keeping of client assets totaling more than $300 Billion. We decided to partner with TDA based on their alignment with our model. TD does not try to sell us anything nor do they ask us to sell our clients anything. They provide world-class security, sophistication and customer service for a defined fee. Sound familiar?
Taming the Data:
Another "must have" for our firm is a state-of-the-art data analysis and presentation solution. We need to to dive deep into the numbers and come back out with the optimal strategy for each client. Our clients want their complex financial data presented in a clean, easy-to-digest format.
After test driving multiple systems we are thrilled to announce that as of Q4 2015 we will be migrating to Black Diamond by Advent. Black Diamond provides powerful portfolio management tools for us and elegant reporting options for our clients. Our current provider is very good-Black Diamond is truly excellent.
This flexibility demonstrates another way an independent RIA can outperform the competition. We discovered a service that will provide state-of-the-art solutions for our clients and we have the freedom to make a quick and seamless transition.