Safeguarding Your Assets

Smart, stable, secure

Maintaining data and financial security is a paramount concern for us in today’s
day and age. You can rest assured that we have taken precautions to help protect
your assets and personal information.

Your Assets

When we manage your assets, we have access to them and we can provide advice to you, but for added security, we hold them at a recognized third party on your behalf.

Your Data

We have several layers of security to help protect our clients’ personal information and we work with industry leading partners to ensure that we follow the newest protocol in the ever-changing online environment.

Custody

TD Ameritrade

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