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Custody Solutions

Custodial partnerships

At Cape, we have a deep understanding and appreciation for the principle of fee-based management and advice. Our advisors turn to us for guidance on client centric solutions and array of available products and services. 

Cape offers you a choice of established custodians for your advisory assets with recognized leaders such as:

  • Charles Schwab Institutional

  • TD Ameritrade Institutional

  • SEI

  • AssetMark
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