Are Your Accounts Transparent and Liquid?
Everything Orcam does is 100% transparent. We custody all assets and accounts through Charles Schwab, one of the largest independent broker dealers in the world. Through this partnership we establish the client as the account owner with full transparency and full liquidity. Orcam has trading authority within the accounts so we can manage the assets, but the account is 100% yours and the assets are not accessible on our end.
Orcam Financial Group has no affiliation with Charles Schwab and only partners with them because we feel that they are one of the safest and most fee effective brokers in the world. In addition, they are one of the lowest fee brokers in the world which allows us to keep our costs (and yours) very low. This unique relationship creates one of the most transparent, liquid and fee efficient account arrangements possible.