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 as one of the most highly regarded investment firms in the industry.
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 TD Ameritrade because it’s been a pioneer in the industry since 1975.
For more than 40 years, TD Ameritrade has continued to innovate new ways that make Wall Street more accessible to the individual investor. Today, TD Ameritrade 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.
About Our RIA
To bring you additional capabilities, Oliver Wealth Management partners with Hayden Royal, LLC. Hayden Royal (HR) provides operational, growth, advisory and succession resources that enable us to better serve you.
The combination of shared services and resources available through HR allows Oliver Wealth Management to gain access to more resources from asset management, investment research & portfolio support, marketing, operations, technology and compliance through our professional support network which is an extension of the Oliver Wealth Management team.
By partnering with Hayden Royal, we are able to spend more time providing outstanding service to you, and less time focused on operations. We also gain additional resources in the critical areas of Investment Management, Insurance Planning, Tax Planning, Liability Planning, Real Estate Strategy, and Estate Planning.
For more information visit haydenroyal.com