Turtair Capital Advisors has selected Charles Schwab & Co., Inc. (Schwab) as the custodian for our clients accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Schwab Advisor Services, which includes the custody, trading and support services of Schwab, is the leading provider of those services to independent investment advisors.
These materials have been independently produced by Turtair Capital Advisors and Turtair 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. Turtair provides investment advice, while Schwab maintains custody of assets in a brokerage account and will effect transactions for accounts on our instruction.
