WHY WORK WITH LABRADOR INVESTMENTS

We are held to a higher standard than brokers, called the Fiduciary Standard. Brokers are held to a Suitability Standard.
To learn more about this critical difference, click here

We provide our clients with a brochure, called a Form ADV Part 2, that describes exactly how we do business. See our Form ADV Part 2 here

We use Charles Schwab & Co., Inc. as our primary custodian. To learn more about Charles Schwab’s special web site for our clients, called Schwab Alliance, click here.

We make transferring your account to us easy! We help you fill out forms to roll over your 401(k), 403(b) and other accounts to the independent custodian that will hold your assets.

If you desire, we will vote the proxies for you. (Many investment advisors don’t.)

WHAT’S NEW FOR CLIENTS

Clients now have more ways to access their account information.

Charles Schwab offers a special web site that is devoted exclusively to clients of institutional investors such as Labrador Investments. Click here to access your account

Charles Schwab also offers a special app for your smart phone so that you can securely access your account information. It's easy! Just go to your Droid or iPhone App store and download the Schwab Alliance app today!

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