Custodian Due Diligence Questionnaire
Dear Forum Members,
First, I know it's been a while since I've logged in. Been busy and I sincerely hope 2011 is a banner year for everyone. One of the most comments statements I hear when helping Advisors who are looking to go RIA is "what questions should I be asking of you Fred..."
So, with that being said, attached is a very handy document I encourage you to review. It should help you narrow your custodian selections so you can focus your energies/time with those firms that seem to be a good "fit" for what you are looking to develop.
I hope everyone on the forum has a wonderful weekend!