Creative Planning Adds Goldman Sachs as New Custodian
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Kansas-based Creative Planning , a rapidly growing registered investment advisory firm with more than $210 billion in client assets, has struck a multi-billion-dollar custody arrangement with Goldman Sachs?Advisor Solutions to bring clients broader access to institutional-grade investment and custody options.
The partnership will bring 高盛 alongside Creative Planning’s existing custodians— TD Ameritrade and Charles Schwab , set to be merged over Labor Day weekend, and Fidelity Institutional Wealth Services.
“This important engagement with Goldman Sachs comes at a pivotal moment as we continue to elevate Creative’s offering to meet our clients’ complex financial needs,” Creative Planning owner, President and CEO Peter Mallouk said in a statement Monday. “By deepening our partnership with Goldman Sachs, our custody relationship allows us to benefit from an expanded set of capabilities and access to their unique products, services, and intellectual capital.”
Continue Reading:?Creative Planning Adds Goldman Sachs in Multi-Billion-Dollar Custodial Partnership
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