Custodial Services
R. Karras, Asset Management & Planning, LLC. has chosen TD Ameritrade Institutional as custodian for our clients safekeeping of assets. With the capabilities available through R. Karras, Asset Management & Planning, LLC., "TD Ameritrade offers the size and dedicated, concentrated team to assist us in my practice" says Robert Karras of R. Karras, Asset Management & Planning, LLC. Their back office support helps us implement the level of service we deliver to our clients.
One of the key differences with R. Karras, Asset Management & Planning, LLC. and many other Financial Firms is the absolute independence in financial information researched as well as Investment selections. We create our client's portfolios, not pick from a biased commission based menu. This enables us to create the best of the best portfolio management available.
Give us a call for a free no-obligation discussion.