What Does an Investment Custodian Do and How Do We Work Together?

Syverson Strege

Join our Chief Investment Officer Jason Gunkel as he provides an overview of Schwab as an investment custodian.

<h2>Schwab Overview: What Does an Investment Custodian Do and How Do We Work Together?</h2><h3>Tuesday, Nov. 14</h3><h3>11:30 a.m. -12:30 p.m.</h3><h3>Online via Zoom</h3><p>Join our Chief Investment Officer Jason Gunkel as he provides an overview of Schwab as an investment custodian, as well as how the various branches of Schwab – Retail, Charitable, Bank and Advisor Services –work together. </p><p>This event will be held virtually via Zoom.</p><p>The event is free, but registration is required. For questions, contact Deb Longseth at (515) 225-6000 or dlongseth@onlyworkforyou.com</p>

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What Does an Investment Custodian Do and How Do We Work Together?

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What Does an Investment Custodian Do and How Do We Work Together?

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