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As a Registered Investment Adviser, Trails Edge Wealth Advisers fiduciary role is clear: Clients’ interests first. With this in mind, we did considerable research to find the perfect financial technology firm to partner with. In our opinion, GeoWealth is, by far, the industry leader in providing both front-end and back-office support to financial advisers. Their knowledge of the industry, portfolio construction and monitoring, and most importantly, their technological expertise is unsurpassed. We are proud to have chosen them as our integral strategic partner.
We have chosen TD Ameritrade Institutional as our preferred custodian. The combination of service, and support offered by TD Ameritrade Institutional is unsurpassed in the industry. As an RIA, Trails Edge is able to work with any custodian available if a client prefers to use one in-particular. However, the vast majority of our accounts will be held at TD Ameritrade and we are proud to have them as our custodian.
Halo is an integrated structured notes platform that simplifies the complicated world of equities, options, and bonds, into an easily discernible investment strategy. Notes are used to optimize income and/or growth, while providing asset protection and the possibility of greater potential returns.
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Trails Edge Wealth Advisers, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
Halo Investing is a trademark owned by Halo Investing, Inc., and used with permission. The use of the Halo logo does not represent the endorsement or recommendation of any advisor.