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We make it easy for you to custody your client assets where everyone feels most comfortable.

Multiple custodians

You and your clients have the choice of clearing and custody firms, providing clients with the comfort of knowing their assets are held securely with a third-party custodian.
We currently have agreements to custody through the following agencies:

  • Fidelity Institutional Wealth Services - is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third-Party Administrators.
  • Pershing PAS
  • Charles Schwab & Co., Inc.

Broker / Dealer

  • Pershing DBS
  • Fidelity NF - Fidelity Investments is one of the world’s largest providers of financial services. For more information about Fidelity Investments, visit Fidelity.com.

Note: While we have strong relationships with the key custodians in the industry, you can partner with other widely recognized financial services firms as long as your client provides appropriate disclosures and agreements.

Deep connections and service integrity

At Spire we understand that you have the choice to take your business to the environment that suits you best. Knowing that; we embrace a philosophy that WE must work each day to earn YOUR loyalty and business. We operate our business to the highest standards of ethical integrity and always hold ourselves accountable to you and the needs of your clients. 

Dedicated service support

As a wealth manager in one of the ‘big firms’ you or your personnel may be subjected to the long hold times and impersonal customer support that comes with the big firm “1-800” help lines. Here at Spire we understand that your time and efforts should be focused on making the best decisions for you and your clients, not held captive on hold or waiting for email responses. 
Our Dedicated operations support staff are available on direct lines. When you call in, a real person is there to answer your call and is ready to take full responsibility for assisting you!

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Fidelity Investments is an independent company, unaffiliated with Spire Investment Partners. Fidelity Investments is a service provider to Spire Investment Partners.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Spire Investment Partners and does not guarantee or assume any responsibility for its content.  Fidelity Investments is a registered service mark of FMR LLC.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage.

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Charles Schwab & Co.
These materials have been independently produced by Spire Investment Partners. Spire Investment Partners 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.  Spire Investment Partners 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.”