INVESTMENT SERVICES

When you open an account with Strategy Squad, your assets are held in a secure, individual account in your name at one of our preferred, nationally recognized custodians. These custodians are chosen based on their longstanding reputations for safety and security. Typically, custodians offer insurance – backed by firms like the Securities Investor Protection Corporation (SIPC) – that can cover both a cash balance and securities. Of course, no custodian or money manager can guarantee your account against market fluctuations.  Please see our Firm Disclosure Brochure for more information.