Sponsors

We are bringing together a group of industry leaders to support this year’s Member Summit.

Premier Sponsors

Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2010, client assets custodied with Schwab Advisor Services stood at $597 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors.
With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national reach. PKS is a FINRA registered broker/dealer with access to every major Investment Company and hundreds of Variable Annuity products and access to some of the top professional money managers in the country.

Exhibitors

Investment Technology Partners Morningstar

Don’t miss this opportunity to showcase your products and services to a targeted audience of independent registered investment advisers. If you are interested in being a sponsor or exhibitor, contact us at sales@marketcounsel.com for details on available opportunities or click the button below.