Investment Management

About Us: Custodian

Since 1987, Schwab Institutional, a division of Charles Schwab & Co., Inc., has helped investment advisory firms and their clients to achieve their goals. Today, with more than 6,000 firms consistently choosing Schwab for their clients, they are one of the largest, most experienced service providers to independent investment advisors.

You can be assured that your assets are well protected. The Securities Investor Protection Corporation (SIPC) provides up to $500,000 to protect the securities per customer, in each separate account capacity, with a limit of $100,000 for claims of cash balances. In addition, through Travelers Casualty and Surety Company of America, Schwab provides excess protection above this amount up to the customer's total net equity for each account for securities, and an additional $900,000 for claims of cash that you hold in separate account capacities.

Schwab also maintains a Blended Financial and Professional Insurance Program which covers loss of your assets through employee or third-party wrongdoing, robbery, mysterious disappearance of securities, and computer crime, as well as Errors and Omissions protection against loss from inadvertent or accidental mishaps.