We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
At Schwab Advisor Services™, we know that working with the right custodian has never been more important.
You can count on us to deliver everything you need for custody and beyond, including:
• Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships
• 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms
• Business consulting and education programs to help you grow on your terms
And the best part? We’re just getting started. Learn more at advisorservices.schwab.com.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”).
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SS&C Advent, a business unit of SS&C Technologies, is helping more than 5,000 asset managers and asset owners worldwide transform their investment processes to maximize operational efficiency and fuel growth.
Inclusive of the full SS&C Eze solution suite, Advent delivers highly specialized and sophisticated solutions underpinned by a modern, scalable, and flexible cloud framework to maximize efficiencies across portfolio management and reporting, trading, compliance, investor management and more. From start-up and emerging funds to the most recognized and established institutions, Advent solutions have provided firms with innovative and award-winning technology backed by unparalleled client service for over 40 years. For more information, visit advent.com.
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