I feel bad. Disappointed for the great T.D. Ameritrade employees who now have to deal with a partner I wanted no part of. For about 8 years I had a custodial relationship with the Charles Schwab Corporation. When I terminated that relationship and opened others I couldn't have found a better Custodian for clients assets than T.D. Ameritrade.
I always believed in having multiple custodians. It served me very well and was one of the smarter things I done during my investment career. When I shuttered my firm in the first half of 2019 I think I had 5 different custodians. All had a bell or whistle better than the rest.
It's a sad day for the friends of Chippewa Partners, Native American Advisors, Inc. who worked at T. D. Ameritrade.
I wish all of you well going forward.
Retired CEO of CHIPPEWA PARTNERS, Native American Advisors, Inc., now managing the Parisian Family Office. A White Earth Chippewa, raised conservative, growing up in the poorest county in the U.S. on the Pine Ridge Indian Reservation, he began a Wall Street career in 1982. Always been, will always be, an optimist. In a world on a dopamine binge, this is his take on life from Ghost Ranch in MT, Pamelot, his TN farm or their home in San Jose del Cabo, Mexico.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment