Our platform vendor for managing assets is TDAmeritrade Institutional. They do a terrific job of helping us serve clients and offering a very low-cost platform that is non-proprietary and completely open, helping us act objectively, as a Fiduciary in an easy manner.
With multiple thousand fellow advisors using the platform, it is always flattering and an honor, when asked to help other advisors on how we utilize the platform – to better serve their clients as well!
Congrats Again – Donald – AKA “The Brain”
Have a Great Monday!
John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225
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