Institutional Partner

Objectivity and independent thinking have been the hallmark of advice from ALTIUS Financial since its inception. We do not represent any particular company's products and we do not actually take custody of any client funds. Most client assets are placed and held with our primary custodian, TD AMERITRADE Institutional, although for some specific types of investments, accounts or client situations, we may use other custodians. In most cases, though, assets are custodied through TD AMERITRADE Institutional. TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. We believe that independence is good for business: Because we work for you, not for an institution, your success is our success.

While there are many options, we’ve chosen TD Ameritrade Institutional to be our preferred custodian for the following reasons:

  • An advanced technology platform providing secure, flexible tools to run our business effectively.
  • Personalized support from dedicated service teams.
  • An advisor-centric culture based on objective advice and asset management.

TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc.
National Headquarters:
TD AMERITRADE Institutional
1 Plaza Four A
Jersey City, NJ 07311-4000