Rehmann Financial, the Michigan-based wealth management, CPA and business consulting firm, announced Wednesday it is moving custody of its $2 billion-plus in assets under management to broker-dealer Royal Alliance.
“We chose to partner with Royal Alliance for a number of reasons, including the fact that their technology will allow us to work with multiple custodians, giving our investment professionals an advanced capability to provide integrated services to high net worth clients,” said Fred Schaard, Rehmann's president. “These abilities are crucial in today’s competitive marketplace.”
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