Through our relationships with our primary clearing and custodial partners, Waveland has created two important benefits. The first is superior servicing and pricing levels to what most standalone practices could reasonably expect to negotiate. The second is simplified administration – Waveland is your single point of service for all your accounts.

To eliminate potential conflicts between advice and custody arrangements, Waveland does not act as custodian for your assets. Instead, we have created enhanced relationships with major independent custodians. With your investments in the hands of a third party who answers only to you, you are always just a computer click or phone call away from your funds.

Pursuant to our belief in open, flexible and transparent relationships, we have selected several of the world’s best-known and most trusted financial service companies to provide clearing and custody services to our clients. Among them, National Financial Services, Fidelity (PDF to NFS brochure)