Our Custody and Clearing Partner
As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So we believe you’ve made the wise choice to work with SchlegelDunn because you value the importance of objective, professional advice. Similarly, SchlegelDunn has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions. Raymond James delivers the industry-leading support, technology, and resources of a premier financial services company, which allows us to work closely with you to create custom strategies for your short- and long-term financial challenges.
Move Your Financial Future Forward
We want to help you identify and unlock your goals and dreams, and guide you in making those dreams a reality. Contact us to get started.