Browning Capital Management is a registered investment advisory firm. We give advice and carry out investment strategies, but we do not hold your money. An independent custodian does.
You
The client
You own the account and can view statements directly from the custodian at any time.
BCM
Your advisor
Advice and planning, with investments carried out through third-party managers, mutual funds and ETFs.
Custodian
Independent custodian
Holds client assets. Our custodian is Schwab Institutional.
Why it matters
As a Registered Investment Advisor we have a fiduciary obligation to put our clients' interests above our own. Because clients' assets sit with Schwab Institutional, the custodian holds investments securely, while we coordinate with third-party managers to make trades and monitor the accounts. Read the FAQ →
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