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.