Wednesday, November 13, 2019

Sorfis is now on Schwab

I'm pleased to announce that we've added Charles Schwab & Co., Inc. as a second custodian for offering our services. Given the extent of the Schwab platform, as well as the desire of some potential clients we've spoken with for a more diversified product than the Absolute Return Strategy, we are also now willing and able to offer more customized accounts.

For more details, please see the Services section of the website.