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Multi-Custodian Solutions

Multi-Custodian Solutions

Maverick Wealth offers a streamlined investment experience with access to proprietary investment tools, third party investment managers, and a consolidated view of data across multiple custodians. Our platform allows for seamless transitions from financial planning to account onboarding, funding, and trading, eliminating the need for logging into multiple tools. The integrated approach provides a comprehensive and efficient way to manage investments, making it easier for us to help our clients reach their financial goals.

Our offerings include a wide range of cost-efficient portfolio options and security types, including SMA, ETFs, Mutual Funds, third party money managers, individual equity, and fixed income securities. With our multi-custodial capabilities, clients have access to a full range of investment options, ensuring that their portfolios are well-positioned for long-term growth and success. At Maverick Wealth, we are dedicated to providing exceptional service and support, and our multi-custodial offerings are a testament to our commitment to meeting the needs of our clients.

One Platform to support Multiple Custodian Capabilities

Versatile, Secure, & Comprehensive

Our secure integrated platform supports the complete portfolio construction and management process, including proposal generation, trade order management, cash management, model rebalancing, performance reporting, and fee billing, for portfolios with assets held at multiple custodians.

Streamlining Account Administration

Our unified, multi-custodian enables, efficient and effective operations.

Improved Quality & Increased Efficiency

Our multi-custodian partnerships empower us to fulfill our fiduciary duties by utilizing the vast resources and diverse product offerings of our custodian to meet the specific needs of investors.

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