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. Fidelity is a family-managed, privately held company with more than 60 years of experience, and has assets under administration of $5.2 trillion, including managed assets of $2.0 trillion as of March 31, 2016.

Schwab Advisor Services

With 1,800 dedicated professionals, Schwab Advisor Services provides custodial, operational and trading support to 7,000 independent registered investment advisors like Claybrook Capital. With $1.13 trillion in assets under management (as of April 30, 2015), Schwab affords our clients the safety of its size and financial strength. 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 has more than $3.5 trillion in global assets under management, as of June 30, 2016 and about 14,000 employees in the United States and abroad. 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 and advice through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group and the Trust Advisory Group. Callan manages upwards of $2 trillion and employs more than 170 people in four regional offices across the country.


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.