Custodian – Interactive Brokers

Maidstone will generally recommend to clients that they utilize Interactive Brokers (“IB”) as the custodian for assets it will manage.  After a thorough review of available custodians, Maidstone believes that IB (https://www.interactivebrokers.com/en/home.php) offers the best combination of commission rates, margin interest rates, execution platform and service available.   With client accounts held at the same custodian, trades can be executed in larger blocks resulting in lower commission expenses and more equitable distribution among clients.

Should a client prefer an alternative custodian, Maidstone may consider it based on the size of the accounts to be managed.  Please note that there can be no guarantee that trades executed and custodied at an alternative broker will be at prices and commissions equal to or similar to that available to other clients.

File Sharing – Citrix FileShare

Maidstone utilizes Citrix FileShare, a FINRA compliant subscription service, to share reports and other sensitive information with clients.  Truly secure services, including ShareFile, use encryption protocols for sharing and storing files on secure data centers, or the cloud.