Our Custodians

Charles Schwab & Co, Inc. is a leading investment services firm, a custodian for independent advisors, and a leader in asset management and retirement planning with total client assets $7.05 Trillion.

Charles Schwab Corporation

Interactive Brokers Group, Inc. is ranked the *1 software-based broker, and #1 for lowest trade cost by Barron's. IBKR is regulated by the SEC, FINRA, NYSE, FCA, and other regulatory agencies around the world.

Interactive Brokers

Sovereign Digital custodies client digital (crypto) assets at Gemini, an industry-leading fiduciary digital asset custodian regulated under New York Banking Law.

*Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.  Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Sovereign Wealth Management LLC.  Interactive Brokers provides execution and clearing services to customers.  None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

The Interactive Brokers logo is a registered trademark of Interactive Brokers LLC.”