Preferred Custodian Settlement

      • Pristine balance sheet as measured by its tangible net equity.

      • Provides insurance over and above the standard SIPC coverage per client’s account by Lloyd’s of London according unbiased custodian.

      • Schwab Institutional is considered a leading, unbiased custodial firm on Wall Street. Please find additional information on Schwab Corporation's financial strength and asset protection under a separate cover.

This presentation contains CONFIDENTIAL INFORMATION which may also be LEGALLY PRIVILEGED and which is intended only for the use of the individual or entity named above. If the reader of this presentation is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, you are hereby on notice that you are in possession of confidential and privileged information. Any dissemination, distribution, disclosure or duplication of this presentation is strictly prohibited. The information contained herein has been obtained from sources believed to be reliable but we do not guarantee accuracy or completeness.

For complete and updated information about our Investment programs and services, please refer to the Firm ADV Part 2A - Firm Brochure: