asset-protection-custodian.png

WHAT MEASURES ARE TAKEN BY THE THIRD-PARTY CUSTODIAN TO PROTECT CLIENT ASSETS?

If you choose to work with CCM, Schwab Advisor Services, a division of Charles Schwab & Co., Inc., will be your custodian. Clients grant CCM a limited power of attorney, which limits CCM's actions regarding your Schwab account. Schwab will allow us to make allocation adjustments and deduct management fees. Schwab's primary objective is to protect you.

More detailed information about how Schwab protects clients can be found in this online Schwab brochure.

Schwab Advisor Services is a leading provider of custodial, operational and trading support for independent investment advisors. Using Schwab as its primary custodian, Ciovacco Capital Management, LLC has access to a wide range of products and support to help investors reach their financial goals, including:

  • Full range of investment strategies and trading services
  • Technology and service support
  • Safeguards designed to protect assets
  • Strict ethical business practices

 

FAQ - working with ccm

FAQ - GETTING STARTED