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.
Wealth Management, Financial Planning, Investment Advice
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