Asset Dedication has custodial relationships with Charles Schwab, Fidelity Investments, TD Ameritrade, Scottrade, TradePMR, Shareholders Service Group, and Pershing.
Portfolio management & performance reporting
We selected Advisor View® by Envestnet | Tamarac for portfolio management and performance reporting, because it offers our advisors portfolio analysis, personal dashboards, customizable PDF reports, and powerful billing capabilities. Additionally, Tamarac’s client portal allows our advisors to engage their clients online by dynamically presenting portfolio performance, and by providing a platform for secure document exchanges and online communications.
We selected Envestnet | Tamarac’s Advisor Rebalancing® because it provides us with advanced asset location, cash management, portfolio monitoring, and rebalancing capabilities.
RIA Compliance Consultants helps Asset Dedication identify regulatory and risk management challenges, then build and implement practical solutions that allow us to meet our regulatory responsibilities.
Errors and Omission Insurance
Asset Dedication selected Markel Cambridge Alliance as their insurance provider because of their financial strength and their experience with investment advisers. Asset Dedication currently carries two incidents for two million dollars worth of errors and omission insurance from Markel Cambridge Alliance.
We selected Douglas F. MacLean Attorney at Law as our legal counsel, given his unique focus in the financial services industry, his deep understanding of compliance and his prior experiences at top-tier law firms.
Tax and Accounting
Boyer & Conniff, LLP provides Asset Dedication with a wide range of tax and accounting services. We also look to Boyer & Conniff, LLP for their specialized skills in valuations, federal, state and international tax planning / preparation and litigation support.
Digital Signature Services
We selected RightSignature as our digital signature service provider given their security and flexibility. With this partnership, we can offer our advisors and their clients a secure paperless experience.