WHY CHOOSE STRAIGHTLINE?
REASON #5: Security
Because the security of your assets is of utmost importance, StraightLine
undertook an exhaustive selection process in choosing a custodial
firm. Criteria we screened for included a registered broker-dealer
who is subject to the rules and regulations of the Securities and
Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA)
and is a member of the Securities Investor Protection
Corporation (SIPC). A healthy financial picture with cash reserves,
low debt, client assets under management and a strong capital position
were also crucial. StraightLine has selected Charles Schwab & Co.,
Inc. as the primary custodian for our clients’ assets.
StraightLine’s expert independent research and management gives
you the confidence that your accounts are well-managed and secure.
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