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Charles Schwab & Co. Inc.

Shepherd Street Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.

Software and services vendor that helps us make informed decisions about your asset allocation via portfolio management and trading tools. Orion also powers the client portal from which you can review holdings, reports and update your customized financial plan.

Shepherd Street is committed to continuously improving our professional knowledge so we can serve our clients better. The Financial Planning Association is the primary professional organization for independent advisors and supports us through educational events in financial planning and investment research. It is also our primary network for meeting other advisors with whom we share ideas and best practices.

None of the above firms is affiliated with SSA in any way. Nor do they endorse SSA.


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These materials have been independently produced by Shepherd Street Advisors. Shepherd Street Advisors 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. Shepherd Street Advisors 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.

Shepherd Street Advisors, LLC (“SSA”) is a state registered investment adviser registered with the California Department of Business Oversight; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain. For detailed information about our services and fees, please read our Form ADV Part 2A, which can be found at  Please refer to the Disclosure link for additional information.