Medley & Brown, LLC
Financial Advisors
Execution and Custody
In most instances, Medley & Brown, LLC uses the brokerage firm of Charles Schwab and Co., Inc. for custody of client funds and execution of trades. This arrangement provides our clients with access to a broad selection of mutual funds at modest cost, while also providing them with the assurance that all securities are held by a well-known brokerage house. We have negotiated a reduction in trading fees with Schwab on behalf of our clients.
"the era of optimism dies in a crisis and it is followed by the era of pessimism, which is born not as an infant but as a giant."
Economist Arthur Pigou, 1930's