Partnered
Independence
We partner with industry leaders to support our operation and enhance the offerings we can customize for our clients.
Sanctuary Wealth
Claybourn Frakes is proud to be a partner firm within the Sanctuary Wealth network, which provides our clients access to a wide range of wealth advisory services. Through Sanctuary, we operate in an open architecture environment, which empowers our ability to provide objective advice. As a fiduciary, our clients interest always come first.
Fidelity Investments
For the safety of our clients’ assets, we have selected as our custodian Fidelity, a leader in the custody industry. Not only does Fidelity have the technology and financial strength to safeguard our clients' assets, but we find that their approach and culture line up with the importance we place on accountability.
