Schwab Custody
Your Assets Remain in Your Name at Charles Schwab
One of the most important questions investors should ask is:
“Where is my money actually held?”
At Gold Coast Capital Management, we manage client portfolios, but we do not hold client assets.
Your accounts remain in your name at Charles Schwab — one of the largest custodians in the world and one of the most respected financial institutions in the United States.
This separation between investment management and asset custody provides an important layer of security, transparency, and client protection.
What Does Custody Mean?
Custody refers to where your investment accounts and assets are held.
When you become a client of Gold Coast Capital Management:
-
Account Opened Directly at Schwab
-
Assets Remain in Your Name
-
Statements Directly From Schwab
-
Online & Mobile Access
-
View Holdings Anytime
-
Full Ownership & Control
-
Transfer or Close Account Anytime
Gold Coast Capital Management manages your portfolio. Your assets remain at Charles Schwab.
What We Can and Cannot Do
What We Can Do
- Manage your investment portfolio
- Buy and sell investments on your behalf
- Rebalance your portfolio
- Provide investment advice and planning guidance
- Help implement your investment strategy
- Monitor your portfolio and make ongoing adjustments when appropriate
What We Cannot Do
- Withdraw money to ourselves
- Take custody of your assets
- Transfer assets for our own benefit
- Move money outside of Schwab without proper authorization
- Use your assets for any purpose other than managing your portfolio
Your assets remain under Schwab's custody at all times.
Why We Chose Charles Schwab
Financial Strength
One of the largest custodians in the world.
Security & Protection
Advanced security systems and fraud safeguards.
Technology & Access
Industry-leading online and mobile platforms.
Dedicated Client Support
Professional support resources available directly from Schwab.
Our clients benefit from Schwab's resources, technology, and protection while receiving personalized advice from an independent fiduciary.
Transparency and Control
Direct Statements
Receive account statements directly from Charles Schwab.
Full Visibility
Review balances, transactions, holdings, and performance anytime.
Independent Verification
Your account information comes directly from Schwab — not your advisor.
- Nothing is hidden.
- Nothing is proprietary.
- Everything is transparent.
Independent Advice. Independent Custody.
We believe investment advice and asset custody should remain separate.
Gold Coast Capital Management provides investment management and financial guidance.
Charles Schwab provides custody, account access, reporting, statements, and asset protection.
This structure helps ensure transparency, accountability, and client protection.
Gold Coast Capital Management
Manages your portfolio
Charles Schwab
Custody, reporting, and asset protection
You
Maintain ownership and control at all times
- Your advisor manages the portfolio.
- Schwab safeguards the assets.
- You remain in control.
The Best of Both Worlds
You receive personalized guidance from an independent fiduciary who knows your goals, understands your situation, and manages your portfolio directly.
At the same time, your assets remain at one of the largest and most trusted custodians in the world.
Independent Advice
Personalized guidance from Dragan Mark Filipovic, CFA.
Institutional Custody
Your assets at one of the world's largest custodians.
Complete Transparency
Direct statements, online access, and full visibility.
- Independent Advice
- Asset Protection
- Online Access
- Transparency
- Client Control
Let's Have a Conversation
Whether you're building wealth, approaching retirement, or simply looking for a second opinion, we're happy to have a conversation.
- +1 (847) 899-7986
- info@goldcoastcapm.com
- Serving clients nationwide