The choice of custodian and clearing service providers is at the core of a strong business plan in the independent model. At Cooper McManus, we believe that forward-thinking business owners will recognize the importance of partnering with service providers that excel in their core competencies.The custodian and clearing service provider is accountable for the safe custody of client assets introduced by the registered representative of record, access to securities listed on all major exchanges including the Over-The-Counter market, and comprehensive reporting for clear and timely client-statements. At Cooper McManus, we believe the separation of responsibilities between Custodian, Broker-Dealer, and Advisor is even more important in today’s environment.


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