World-class partners complement our stellar service

By using Schwab as primary custodian, Laidlaw Wealth Management has access to a wide range of products and services that help us serve our clients, including:

  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts

  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments
  • Separately managed account services for those who want to leverage the expertise of institutional caliber money managers who specialize in particular investment styles

  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place

Schwab Alliance is a service designed to complement your relationship with your investment advisor. You’ll receive dedicated phone support plus secure online access to schwaballiance.com

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These materials have been independently produced by Laidlaw Wealth Management, LLC. Laidlaw Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”).  Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Laidlaw Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

INTL FCStone is your online portal for up-to-the-minute analysis, information and commentary from the experts at INTL FCStone, all in one place.

  • Multiple markets

  • Multiple services

  • Insight

  • Guidance

  • Access

INTL FCStone provides clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. As a pioneer in specialized financial services, INTL FCStone opens markets for underserved mid-market clients with insight, guidance and accessLog onto INTL FCStone and see how you can benefit from their rich offerings.

It started with an idea—one great idea from a 27-year-old stock analyst. Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial professionals. So he hired a few people and set up shop in his apartment—to deliver investment research to everyone.

Log on to Morningstar, and discover how their research helps empower your investments.

Green Harvest Asset Management provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals.
Their investment strategies provide investors with broad exposure to the equity and fixed income markets

  • Minimal tracking error

  • Maximized after-tax returns

Green Harvest Asset Management was formed by a team of seasoned ETF and asset management experts to provide tax beneficial investment products and services. They specialize in creating portfolios of ETFs designed to provide exposure to broad U.S., global, or custom benchmarks with minimal tracking error while maximizing after-tax returns. Their management team possess broad and deep ETF expertise, including index and product development, ETF strategy development and trading. Green Harvest is passionate about providing clients with a strategy to best suit their investment and tax needs.

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. They do so by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.

In 1999, when the hunt for a portfolio accounting system that could meet the needs of a growing RIA turned up empty, Orion made it their mission to develop the best portfolio management software on the market.

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