Strategic Partners

Fidelity Custody and Clearing Solutions

Fidelity Custody and Clearing Solutions is a leading provider of trading, custody and brokerage services, providing rock-solid custodianship, cost-effective pricing and, most importantly, outstanding service. As a subsidiary of Fidelity Inc., it puts the capital, technological resources and expertise of the entire organization to work for you. 

Schwab Advisor Services

Schwab Advisor Services provides custodial, operational and trading support to  independent registered investment advisors like Claybrook Capital. By tapping its streamlined functionality, we’re free to focus on what matters most to you — secure custody and outstanding service — not back-office administration.


Vanguard is one of the world’s largest investment companies, offering a large selection of low-cost mutual funds, ETFs, advice, and related services. Vanguard’s core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Callan Associates

Headquartered in San Francisco, Callan Associates is integral to our ability to offer clients sophisticated and thoughtful advice. Since 1991, Callan has served independent investment advisors, providing research, education, decision support. 


Founded in 1984, Morningstar, Inc. is a leading provider of independent investment research, providing data on an expansive range of investment offerings. Claybrook Capital has access to Morningstar’s deep research capabilities and robust analytics.


Comprehensive Financial Planning Technology for a broad range of financial planning needs for our clients.