Secure your present and future, together.

Account Protection

CHARLES SCHWAB ACCOUNT PROTECTION:

SIPC® ACCOUNT PROTECTION

Protection for securities and cash by the Securities Investor Protection Corporation (SIPC): Accounts of Charles Schwab & Co., Inc. (including those held by clients of investment advisors with Schwab Institutional®) are insured by SIPC for securities and cash in the event of broker-dealer failure.

SIPC provides up to $500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $250,000 for claims of uninvested cash balances.

More information about SIPC coverage is available at www.sipc.org.

ADDITIONAL PROTECTION THROUGH LLOYD'S OF LONDON AND OTHER LONDON INSURERS

Additional brokerage insurance—in addition to SIPC protection—is provided to Charles Schwab & Co., Inc. accounts through underwriters in London. Schwab’s coverage with Lloyd's of London and other London insurers, combined with SIPC coverage, provides protection of securities and cash up to an aggregate of $600 million, and is limited to a combined return to any customer from a Trustee, SIPC, and London insurers of $150 million, including cash of up to $1,150,000. This additional protection becomes available in the event that SIPC limits are exhausted.

Financial Advice

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

 

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


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SWP ADV Part 2A

SWP ADP Part 3

Copyright © 2021 Semus Wealth Partners, LLC
Investment advisory services offered through Semus Wealth Partners, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.