Our Alliances

Charles Schwab & Co., Inc
Envestnet – Tamarac

Schwab Advisor Services

Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is the leading provider of those services to independent investment advisors.

By using Schwab as primary custodian, Byron Financial, LLC has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services
  • Technology and service support
  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

Schwab has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.

Envestnet | Tamarac

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.  Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through its custodian agnostic technology platform and outsourced portfolio management services.

Envestnet | Tamarac’s Advisor Rebalancing® application provides an advanced trading and rebalancing platform. It helps us provide our clients with faster, more efficient and more integrated information about their accounts and portfolios. This translates into immediate analysis and information about a client’s portfolio.

Tamarac serves over 3100 RIA firms, collectively managing more than $1.2 trillion in assets. Investment advisors that use Tamarac’s solution range in size from managing less than $50 million in assets to over $50 billion.

Tamarac was founded in 2000 and is headquartered in Seattle, Washington.

These materials have been independently produced by Byron Financial, LLC. Byron Financial, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. [Advisor’s firm name] provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.