Our PArtners
Independent doesn’t mean alone
Though River City Financial is an independent financial services firm, we have relationships with a number of asset management companies that provide research, market outlooks, and support, so that we can offer the best possible customized investment portfolios for our clients.
Cambridge Investment Research
Cambridge acts as our Broker-Dealer and Registered Investment Adviser. They are responsible for compliance oversight, processing transactions, and helping us stay compliant with securities laws. We chose Cambridge because of their commitment to independence and their respected presence in the industry. Through our affiliation with Cambridge, we benefit from access to an experienced team of consultants, allowing us to expand the services we offer — by either widening our knowledge of a particular product, or deepening our understanding of a concept with a second opinion. In the end, our clients receive a superior client experience and a comprehensive solution.
Orion Portfolio Solutions
Charles Schwab + TD AmeriTrade
Together, Schwab and TD Ameritrade act as our custodian and clearing firm. They hold client assets, execute trades, and maintain client accounts. They are one of the largest clearing firms in the industry and committed to helping serve their business clients.
Fidelity
Fidelity acts as our custodian and clearing firm. They hold client assets, execute trades, and maintain client accounts. Fidelity is one of the largest clearing firms in the industry and is committed to helping serve their business clients.