Railroad Street Wealth Management, LLC/ Relationship to Charles Schwab & Co., Inc.

Railroad Street Wealth Management, LLC/ Relationship to Charles Schwab & Co., Inc.

Railroad Street Wealth Management, LLC ("Railroad Street") recommends that you open an account with Charles Schwab & Co.. Inc. ("Schwab") to maintain custody of your assets. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their business efficiently and effectively. Clients who custody with Schwab can use Schwab Alliance, a website that gives clients of Railroad Street access to their Schwab accounts. You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions in your account.

By using Schwab as the primary custodian, Railroad Street has access to a wide range of products and services that help us serve our clients, including:

 

  • Full range of investment products and trading services.
  • Technology and service support.
  • Wide array of investment account types including retirement accounts, charitable giving and education accounts.
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CD's and other investments.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

 

These materials have been independently produced by Railroad Street Wealth Management, LLC. Railroad Street Wealth Management 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. Railroad Street Wealth Management LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. 

Railroad Street Wealth Management, LLC ("Railroad Street") is a Registered Investment Advisor ("RIA"), located in the State of Maryland. Railroad Street provides asset management and related services for clients nationally. Railroad Street will file and maintain all applicable licenses as required by the various state securities boards, as applicable. Railroad Street renders individualized responses to persons in a particular state only after complying with all the regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about Railroad Street. It is not intended to offer investment advice. Information regarding investment products or services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Railroad Street does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Railroad Street will provide all prospective clients with a copy of our current Form ADV Part 2A ("Disclosure Brochure") and form ADV Part 2B ("Brochure Supplement") prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. You may Contact Us at railroadstreetwm.com to request a hardcopy of our Disclosure Brochure.

If you have any questions regarding Compliance and Regulatory information, please Contact Us at railroadstreetwm.com.

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