Strategic Partnerships
Custodians of Your Assets
A custodian is a trusted financial institution responsible for safeguarding your investment accounts and assets, ensuring they are securely held and accessible only to you. Every independent financial advisor partners with a custodian to provide clients with a secure place to hold their money and investments.
At Bulman Wealth Group, we have selected Charles Schwab and Fidelity as our custodians—two of the most recognized and respected names in the industry. These institutions have a long history of financial strength and stability, providing clients with confidence that their assets are protected.
What Does a Custodian Do?
- Securely Holds Your Assets – Custodians do not own your investments; they act as a vault, keeping your funds and securities safe from loss, theft, or mishandling.
- Provides Direct Account Access – You maintain full ownership and control of your accounts, with the ability to monitor balances, review transactions, and make changes as needed.
- Handles Transactions Safely – When we buy or sell investments, custodians facilitate the transactions, ensuring they are executed accurately and efficiently.
- Ensures Transparency & Compliance – Custodians provide clear statements, regulatory oversight, and protection measures to help maintain trust and accountability.
By partnering with well-established custodians like Schwab and Fidelity, Bulman Wealth Group aims to ensure that your wealth is securely housed in institutions that prioritize transparency, security, and your long-term financial success.
Strategic Partners of Bulman Wealth Group
At Bulman Wealth Group, managing your investments is core to what we do. To enhance our investment management capabilities, we have established strong relationships with select strategic partners—trusted professionals in key areas who share our commitment to your well-being. It’s important to note that these strategic partners are independent entities, not part of Bulman Wealth Group, but they provide depth, expertise and specialization to help us address your unique financial needs.
Bulman Wealth Group collaborates with Brookstone Capital Management and Foundations Investment Advisors as third-party investment management services to provide investment strategies, asset allocation, and professional portfolio construction that align with your financial goals. They are a team of chief investment officers, analysts, and portfolio strategists who conduct investment due diligence, monitoring, and risk management. These partners bring institutional-level expertise that aims to ensure our clients receive sophisticated and customized investment strategies.
Live the life you’ve always imagined
You don’t have to navigate retirement alone. Let us be your guides through every phase of your financial journey.
