Independent checks and balances
To keep your money safe, you need independent checks and balances. That’s why Oliver Wealth Management partners with other high-quality firms for critical functions such as the custody and safeguarding of your assets.
About Our Custodians
We selected Raymond James for custody and clearing of client assets. We chose them because of their strength, stability, and reputation.
The firm was founded in 1962 with a commitment to put people, planning, and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $479 billion in client assets.
We selected Schwab because it’s been a pioneer in the industry since 1971.
For more than 50 years, Schwab has continued to innovate new ways that make Wall Street more accessible to the individual investor. Today, Schwab provides investing and trading services for 11 million client accounts that total more than $1 trillion in assets, and custodial services for more than 6,000 independent Registered Investment Advisors.