Charles Schwab & Co.

RJS & Co. utilizes Charles Schwab & Co., a registered broker-dealer and member of SIPC, as the qualified custodian for all actively managed accounts. Schwab and Schwab Bank (member FDIC) hold client assets in brokerage accounts titled in the client’s name and execute securities transactions at the direction of RJS & Co.

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Schwab Institutional provides RJS & Co. and our clients with access to institutional brokerage services, including trading, custody, reporting, and other related services that are not typically available to Schwab’s retail customers. Schwab also offers dedicated support to assist in managing and administering client accounts.​

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Schwab is dedicated to safeguarding your assets and implements security measures designed to protect personal information. Trust is paramount, and to ensure client peace of mind, Schwab offers "The Schwab Security Guarantee," which states that Schwab will cover 100% of any losses in your Schwab accounts due to unauthorized activity.