Independent Custodian

It is important for an investment advisor to have an independent custodian. This ensures that clients receive independently prepared reports and statements, and provides a means of holding the advisor accountable.

At the present time, Wierenga Asset Management utilizes two custodians:  TD Ameritrade Institutional and Folio Institutional. They both custody our managed accounts, execute our trades, and prepare monthly statements for our clients. Also, clients can view their accounts online through the custodians' websites.

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