ITS has partnered with industry-leading institutions which provide
clearing and custody services to our clientele. Each of these firms has committed
significant resources to provide institutional-class services and support specifically
geared to meet the growing demands of RIA's.
There are numerous factors considered throughout our partnership selection process.
Of central importance is investment availability. As an asset manager, ITS seeks
quality as well as depth from an investment platform. Another key factor is
trading cost. This is especially important for our active investment programs.
Each of our approved platforms offers mutual funds from dozens or even hundreds
of leading fund families with zero transaction fees*.
Click on a specific platform for more information >>>
*Minimum hold restrictions may apply.
