What is MFFM’s relationship to Charles Schwab & Co., Inc.?
MFFM has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.