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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.

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