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charles schwab advisor services

Our Custodian

Wilson David Investment Advisors uses Schwab Advisor Services as the custodian for our clients’ investments. Schwab provides a vast assortment of portfolios to choose from and also allows Wilson David to custom-build portfolios that provide the financial nimbleness required of today’s markets. Schwab also provides online reporting tools, electronic statements, and more so that you can review important information about your account 24 hours a day, 7 days a week.


You can see the performance of your account against various indices like the S&P 500 or against an individual security or mutual fund. Financial statistics and measurements such as beta, sector breakdown, price-to-earnings (P/E), and dividend yield can be found there as well. Schwab can mail statements to your home monthly and makes your account statements, trade confirmations, and tax documents available online.  Monthly statements will show month-end balances, trade confirmations, activity, interest and dividends paid, fees, and cash balances of your account.

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