Our Affiliated Custodian

 

Raymond James Financial Services, a respected, full-service national brokerage firm, provides the following custodial services:

 

• Executes trades in your account


• Provides you with trade confirmations


• Holds your securities and cash in safekeeping


• Processes your deposits and withdrawals


• Provides you with monthly activity and holdings reports


• Provides you with 1099 tax reporting

 

Client Account Insurance

All client accounts are insured through Raymond James by SIPC, as well as by additional private insurance coverage. Both insurance vehicles cover fraud and the custodian’s financial collapse, but not market fluctuation of asset values.