Our Purpose drives our every action
Our purpose is to champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.
Our Values are a way of doing business – not just a plaque on the wall
We place the highest value on...
Earning our clients’ trust by treating clients in an ethical, empathetic and proactive way
Constantly improving the client experience through innovation that benefits clients
Respecting fellow employees and reinforcing the power of teamwork
Being good stewards of our brand and stockholder value
Our results speak for themselves
With our purpose and values as our North Star, we’ve grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.
$3.04 trillion in client assets
1.5 million corporate retirement plan participants
1.1 million banking accounts
7,000 RIAs served
*Open by appointment*