D.R. Harris & Co.

Clients can choose their own custodians and we work with all firms.  We also can work with almost any product provider.  Some firms that we think are particularly good are Fidelity, Charles Schwab and Vanguard but we also have experience with clients working Robinhood and many other firms.  

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We tend to think good providers of mutual funds include BlackRock (ishares), Vanguard, Fidelity, Charles Schwab and many others.

 

We tend to believe that Fidelity has the best and broadest offerings for bonds.

 

But we've worked almost everything financial company and one benefit of using D.R. Harris & Co is that you can keep your money wherever you want and we can work with almost anyone! 

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