Strategic Partners

At Steel Peak, we partner with two of the largest and most reputable third-party custodians in the industry: TD Ameritrade & Charles Schwab.

Working with top custodial partners benefits our clients in numerous ways. They hold clients’ cash and securities for safekeeping. And they also deliver a seamless array of additional services, from trade execution to providing clear, timely information about account holdings.

Not only do our custodians help us to serve our clients better, but they also help our clients become more confident investors.