Anliker Financial Management

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial objectives, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.

Our Broker-Dealer: Cetera Financial Specialists

We are affiliated with Cetera Financial Specialists, one of the premier broker-dealers in the industry. Cetera provides a vital operations and compliance supervision role for our firm. As our broker-dealer, they are responsible for the regulatory oversight and specialized infrastructure that allows us to manage your accounts with precision and security.

But their support for our relationship goes well beyond its supervisory function. Our affiliation means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, while Cetera Financial Specialists’ network of people and resources help us pursue your unique goals and vision for the future.

Explore Cetera Financial Group

Our Primary Custodian: AssetMark Trust Company

While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. We primarily utilize AssetMark Trust Company for their institutional-grade security and specialized focus on independent wealth management.

Our selection of AssetMark is the result of ongoing due diligence into their operational stability and rigorous internal controls. We prioritize partners who maintain significant capital reserves and a transparent custodial framework to ensure the long-term protection of your wealth.

AssetMark Trust Company provides a client-focused approach to the secure custody of assets. Established in 1996, the platform has grown to manage over $160 billion in assets for more than 317,000 investor households as of December 31, 2025. Like all major trust institutions, they meet strict net capital requirements and are subject to regular internal and independent audits to ensure the appropriate protection of investor assets.

Learn More: AssetMark Trust Company

Our Most Important Mandate: Your Success

While the firms behind us play important roles in our day-to-day servicing of your needs, the most important relationship we have is undoubtedly with you. We work with these firms to make it easier for us to work for you. Anytime you would like more information about the above firms, please do not hesitate to ask. We want you to feel confident that you understand how we work with and through these firms, and the absolute priority we place on our relationship with you.