Safeguards Associated with Your Assets
Safeguards Associated with Your Assets
- Our advisors, Philip J. Messuri, MS, CFP® and Travis Flandermeyer, MBA have clean records
— Check broker name, under “Broker Check” at www.finra.org.
- Most accounts have a defined Investment Policy Statement (IPS)
— Our firm is required to stay within specific allocation parameters
- Pershing LLC (a Bank of New York Mellon subsidiary) is the custodian for most accounts
— Each account has SIPC Insurance
- Clients have complimentary access to view: Account holdings; all activity; and performance, via web access.
