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How custodians Folio Institutional and Equity Advisor Solutions keep on ticking -- Part 3 of 3

Both custodians counter their peewee size by offering that something extra

Author Lisa Shidler July 14, 2016 at 8:11 PM
1 Comment
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Greg Vigrass: We're not incumbent on any system. That means we've got the ability to be far more flexible. We're like the plumbers.

RIA Custodians


Jacob

Jacob

July 22, 2016 — 2:14 PM

Startup or not Folio is a great custodian and highly recommended. With third party tools such as FI Analytics (https://fi-analytics.com) you’ll have a winning combination.


Related Moves

March 16, 2022 at 2:47 AM

Goldman Sachs lifts two superstar RIA recruiters from Schwab and Pershing, tipping hand on a big push into the RIA space, targeting early 2021 custody launch

The Wall Street B2B superbrand prepares RIA distribution and poaches Richard Lofgren and Bill Dalton -- with a TD Ameritrade hire potentially in the works -- months ahead of a harder launch.

October 6, 2020 at 11:25 PM


Mentioned in this article:

Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass

Equity Advisor Solutions
Asset Custodian
Top Executive: Sean Gultig



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