When you choose to work with an independent financial advisor, you are choosing two entities: a partner who will help you achieve your financial goals, and a custodian who will store and track your wealth.
This appropriate separation of advice-giving from wealth-holding is one of the attractions of working with an independent advisor.
ADC has chosen to work with one of the largest and most well respected custodians in the industry- TD Ameritrade Institutional. TD Ameritrade is one of the leading providers of comprehensive brokerage and custody services, and more than 4,000 independent advisors have chosen to work with them.
The Security of Your Assets Is Our Top Priority
With TD Ameritrade, your money is with one of the world’s largest discount brokerage firms, with local branches nationwide. With that comes a commitment to both excellent client service and account information protection.
TD Ameritrade, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000. For details, please see www.sipc.org.
TD Ameritrade also provides $149.5 Million worth of protection for each client through supplemental coverage provided by London insurers. The $149.5 million of coverage includes an additional $900,000 limit on cash in the account. Each client is limited to a combined return of $150 million from a Trustee, SIPC, or London insurers. The TD Ameritrade Insurance Policy does have an aggregate total coverage of $250 million over all customers. This policy provides you coverage against theft following brokerage insolvency and does not protect again loss in market value of the securities.
We’ll always Keep You Well Informed
You’ll receive a clear, concise statement on a regular basis from TD Ameritrade Institutional that summarizes all of your portfolio positions-stocks, bonds, mutual funds, and cash-including all balance, dividends, and transactions.