Charles Schwab & Co.
Charles Schwab & Co. is one of the world's largest investment brokerage firms, servicing over 8 million client accounts with over $2.6 trillion of assets. Schwab Institutional provides support, custody, and clearing and administrative services for Registered Investment Advisors.
We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.
Morningstar is the definitive industry leader for independent research in mutual funds, ETF's, separately managed portfolios, indexes and market data. As a resource, Advantage Capital Advisors utilizes Morningstar data and research for selection and monitoring of investment vehicles in client accounts, along with construction of allocation models for client portfolios.
Morningstar also provides portfolio / account reporting and client relationship management platforms for Registered Investment Advisors such as Advantage Capital Advisors LLC.