Custodian

After extensive and careful research, FinSym Partners, LLC selected TD Ameritrade –
a member of the Securities Investor Protection Corporation (SIPC) –
to be the fiduciary custodian of our client’s assets.

Through a combination of protection provided by SIPC and Lloyds of London, Client assets are protected up to $1 Million in cash and $250 Million in securities. Coverage provides protection against TD Ameritrade insolvency, not loss in value of securities.

TDlogoWith TD Ameritrade as a custodian, clients have direct and secure Internet access to their accounts.  Clients are able to access their accounts 24 hours a day/7 days a week on the website: www.advisorclient.com

AssetbookLogoClients are also able to access their account information through the Assetbook Portfolio Management System.  On this website clients are able to see account balances and performance as well as account positions and quarterly reports.  The web address is: www.assetbook.com/cap

 

Phone: 206-276-1774
Fax: