Client Login

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How You Are Protected

The protection of client assets is of the utmost importance.  We have relationships with two industry leading custodial firms, Charles Schwab & Co., Inc. and Pershing LLC, to ensure the safekeeping, servicing, segregation, and reporting of client assets.  The financial strength of each company provides comfort in knowing that your assets are secure.  In addition, client assets are protected through Securities Investor Protection Corporation (SIPC) coverage and excess SIPC coverage through Lloyd’s of London.

Keeping Your Information Secure

In today’s digital landscape, cybersecurity threats are a pervasive risk for individuals and organizations alike. To mitigate the potential damage to your assets and personal information, it is essential to adopt a proactive security posture. The link below outlines actionable strategies to enhance your cybersecurity practices, helping you build a robust defense against malicious actors.

SchwabSafe® | Charles Schwab