CUSTODY & BROKERAGE
Fidelity Institutional Wealth Services provides clearing and custody services to Timber Creek Capital Management. Working with Fidelity Institutional Wealth Services gives Timber Creek Capital Management access to a wide range of products and services that can help us serve the needs of our clients. Through our relationship with Fidelity Institutional Wealth Services, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
We have partnered with Advent Software to outsource our technology infrastructure. Advent’s Back Office Outsourcing Service allows us to spend more time on our core business rather than managing technology. Advent’s industry leading portfolio management, trade order management and performance measurement tools allow us to handle the sophisticated needs of our clients in an efficient manner.