Your advisor & SCF.
How we work together for you.

You expect your financial advisor to make decisions about your money with the highest degree of scrutiny. You can rest assured that he or she applied the same scrutiny in his or her decision to become an SCF advisor.

As your broker-dealer.

As a broker-dealer, we work diligently to provide industry-leading products, services, and technologies to your financial advisor. We are constantly developing resources that will equip your advisor to do what he or she does best — provide you with prudent financial advice and help you achieve your financial objectives.

The role of a custodian or clearing firm.

Clearing firms and custodians are organizations that works with financial exchanges to handle the confirmation, delivery, and settlement of transactions. We have meaningful relationships with some of the best names in the business for our clearing and custodial needs. Our custodian-neutral environment provides your advisor with the flexibility to manage your financial portfolio in a way that best suits your needs. Our partnerships with organizations like Fidelity, TD Ameritrade, and Pershing can provide you with the confidence that your money is with a well-respected organization and a name you know and trust.

When looking for a financial advisor, considering the institution your advisor uses to custody your investments is a critical factor, as it helps determine the level of service and support you can expect from your financial advisor.