As a registered investment advisory firm, R.H. Bluestein & Company utilizes outside service providers to help us manage client portfolios. We never share in the transaction fees or other related charges that are associated with the purchase and sale of securities, or the standard banking functions provided by the custodians.
Our primary consideration when choosing a brokerage firm to work with is their execution capability. Factors such as condition of brokerage firm, willingness to act as principal to facilitate a transaction, and competitiveness of commission rates, quality of service, and depth of research capabilities are also considered during the selection process. R.H. Bluestein works closely with selected firms to ensure that client transactions are performed in a timely and accurate manner.
We never share in the transaction fees or other related charges that are associated with the purchase and sale of securities…
Clients have access to multiple global custodians to safe keep their portfolio assets. It is our goal to match our clients with custodians that will best meet their needs based on location, fees, and other services that are offered. The firm does not act as a custodian of either cash or securities on behalf of our clients.