Our Recommended Custodian and Broker

A custodian is a financial institution that holds customers' securities for safekeeping in order to minimize the risk of theft or loss. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions of dollars, custodians are large, reputable and closely monitored firms.

Meridian Investment Partners primarily uses the custodial and brokerage services of Interactive Brokers, who has been named the best online broker by Barron's for 3 consecutive years. Interactive Brokers has just completed its 38th year in the business and is among the top brokers due to their focus on superior technology, low costs, risk management, strength and security, reporting and educational resources.

Interactive Brokers is our recommended custodian and broker who maintains possession and safeguards clients' securities as well as executes investment transactions. In addition to Interactive Brokers, we also work with Fidelity and determine which is more appropriate on a client-by-client basis.