As an independent firm, we have access to world-class resources from across the industry, including our affiliation with Summit Financial, one of the industry’s leading independent advisory firms. This network allows us to offer invaluable information, opportunities, and connections to our clients.
Summit Financial*
Summit is one of the industry’s prominent independent advisory firms. Founded four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Garrett, Perkins & Horton’s affiliation with Summit provides access to SummitVantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, insurance and financial planning experts that are now an extension of Garrett, Perkins & Horton’s team.
*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.
Charles Schwab*
At Garrett, Perkins & Horton, the safety of your assets is our top priority. We have selected Charles Schwab & Co., Inc. (“Schwab”) as the 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. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
*These materials have been independently produced by Garrett, Perkins & Horton. Garrett, Perkins & Horton 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. Garrett, Perkins & Horton 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.
5120 Selkirk Drive, Suite 200, Birmingham, Alabama 35242205-313-9153