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The relationships we hold with our clients and their families are central to the value we deliver. Similarly, the relationships we hold with our strategic partners are instrumental to the services we offer as an independent firm – they provide us with resources, without creativity-limiting restrictions.
Sanctuary Wealth is a hybrid financial firm defined by its unique open platform, Partnered Independence℠. Sanctuary has developed an elite network of advisors who, like RiceBarrett Family Wealth, knew that independence was the best option for their team and their clients.
Through Partnered Independence℠, we’ve gained the freedom, flexibility and control of an independent fiduciary, yet we have the support systems we need to keep our focus on clients, and we have access to the best-in-class specialists and resources we need to deliver a comprehensive wealth management experience.
With more than 30 years of experience working with RIAs, Fidelity is one of the leading providers of custodial and clearing services for independent advisories across the United States.
Fidelity's industry-leading insights, innovative technology, and award-winning solutions offer continuous value to the RiceBarrett team and our clients.
In addition to our core partnership with TD Ameritrade Institutional, we also have access to the full resources of Charles Schwab. These resources include specialized financial solutions as well as custodial services.
Charles Schwab is one of the largest and most trusted financial institutions in the country. With nearly $4 trillion in client assets, they have been named by the United States government as one of the country’s nine systematically important financial institutions.
As part of our technology-enabled client experience, we use eMoney Advisor’s breakthrough software to help our clients maintain financial clarity. The platform includes an intuitive interface that you can view on any device, and planning and collaboration tools that help simplify the wealth management process.
eMoney serves more than 2.9 million investors, tracks more than $2 trillion in aggregated assets and is used by 46 out of the nation’s top 50 broker-dealers.
Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of domestic equity, high-grade and high-yield fixed income portfolios. Founded in 2007, Winthrop manages over $2.4 billion in assets for its clients. Winthrop partners with financial advisors and institutions to provide fixed income and equity investment strategies tailored to each client’s specific needs as well as risk-managed Portfolio Models. Winthrop Capital Management is based in Indianapolis and serves clients throughout the United States.