For those client prospects interested in seeing how TD Ameritrade Institutional acts as our custodian or manager of your investment accounts and the interfaced provided you can now access it. A demo of the site can be accessed via: AdvisorClient. No information will be stored as its its a demo site.
At Brecken Capital Advisors (BCA) we utilize 7 propriety actively managed model portfolios that can be utilize in a variety of accounts whether taxable or tax advantaged/deferred qualified retirement plans. For more insights see our website and disclosures found there at BCA. Contact us at Brecken Capital Advisors for more information.