Benchmark Financial is an independent adviser. We are not affiliated with any bank, insurance, or brokerage firm.
Your assets are held with TD Ameritrade Institutional, a third party custodian. Benchmark provides you with investment advice, while TD Ameritrade Institutional maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
By using TD Ameritrade Institutional as our primary custodian, Benchmark has access to a wide range of products and services that help us serve our clients, including technology and service support, and access to a full range of investment options such as stocks, mutual funds exchange traded funds, bonds and Certificates of Deposit.