Best In Class Alliances

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

We are also committed to advocating on behalf of advisors and their clients on important issues. We understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.

Morningstar Office is our complete practice and portfolio management system for independent financial advisors. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and secure communications using the Client Web Portal. Morningstar Office users can also outsource their account management and reconciliation to us, or take advantage of our portfolio data aggregation service. A mobile companion to the platform makes the Morningstar reports, ratings, and research you and your clients know available on your iPad®, even when you’re away from your office

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Doyle Investment

100 S. Madison Ave.

Greenwood, IN 46142


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