Our Custodians

We do not take possession or custody of your investments. Instead we utilize multiple custodians including Fidelity Investments, Morgan Stanley, TIAA-CREF and Nationwide. Our proprietary reporting system is based upon daily downloads from our custodians and our statements are capable of reflecting all of a client’s holdings and results — something our clients find particularly useful. In addition to our in-house resources, Beaumont maintains strong ties with institutional asset managers, alternative investment sources and venture capital providers. The combination of our internal capabilities and external access enables us to design and manage highly personalized solutions to help our clients attain their objectives.

For efficiency and speed, we maintain a limited power of attorney to execute transactions. In addition to favorable access to top quality research, these affiliations provide clients with favorable trading costs, cash management flexibility and internet access to account information. With the exception of Nationwide Variable Annuity and 401(k) products, Beaumont receives no financial compensation from our custodians. Registered Representative business is offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Boulevard, Albany NY 12211.