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Custody

Mont Blanc

One of the benefits of working with a registered investment advisor is that your assets are held by an independent third-party custodian, such as a brokerage firm.

This means that while your investments are being managed by Snow Financial Management, your assets are being held and safeguarded by an independent custodian.

We recommend Fidelity Institutional Wealth Services and Charles Schwab & Co., Inc. Institutional as custodians, but may be able to accommodate other platforms for clients, if needed.

As a Snow Financial Management client you can expect to receive quarterly investment reports, as well as either monthly or quarterly statements from your custodian firm.

Legal Disclosure

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Form CRS

Investment Adviser Disclosure

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Snow Financial Management, LLC is a registered investment adviser under the Investment Advisers Act of 1940.  The purpose of this website is limited to providing you with general information on our services.  Snow Financial Management, LLC does not render or offer to render personalized investment advice through this website.  Snow Financial Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements.

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No solicitation or Investment Advice

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The material contained on this website is for informational purposes only and Snow Financial Management, LLC is not soliciting any action based upon such material.  The material is not to be construed as an offer or a recommendation to buy or sell a security and is not  to be construed as investment advice.  Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.

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