Experienced, Credentialed Professionals

Keeping Your Money Protected

Strategic Wealth Investing

Third-Party Custodian

As independent advisors, we provide advice, but we don’t maintain physical custody of your money or investments.  Instead, we partner with highly recognized, significant banking institutions to maintain physical custody.  This gives you additional peace of mind that your money is held safely.

We’ve selected TD Ameritrade Institutional as your custodian. TDAI and You

  • $711 billion in client assets protected*
  • Over $6.8 million accounts*
  • Securities in your account are protected up to $500,000 by the SIPC, with a cash limit of $250,000.  Additionally, TD Ameritrade provides each client with $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers.**

*per “TDAI and You” pdf prepared by TDAI, dated June 2016.

**Please note this policy provides coverage following brokerage insolvency and does not protect against loss in the market value of the securities.

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A Step-By-Step Guide to Creating a Virtual Vault And Securing Your Personal Documents