All discretionary investment strategies at SRS Capital Advisors, Inc. are custodied (held) at Charles Schwab Investments, Fidelity Investments or TD Ameritrade Investments.
Your investment funds are not subject to the claims and creditors of SRS Capital Advisors, Inc. and are protected by the umbrellas of your accounts custodian (Charles Schwab Investments, Fidelity Investments and/or TD Ameritrade Investments) and their respective sound insurance companies. Annually, our firm's Best Execution Committee reviews a number of custodial options and year after year concludes that Charles Schwab Investments, Fidelity Investments and TD Ameritrade Investments are world premier custodians.
Your Asset Management Account has the following protections:
- Charles Schwab's, Fidelity's and TD Ameritrade's size, strength, and financial stability;
- Securities Investor Protection Corporation (SIPC) Insurance; and,
- Unlimited, excess SIPC coverage on cash and securities through (Lloyd's of London) and (CAPCO).
SIPC, Lloyd's of London, and CAPCO are independent companies and not affiliated with each other, SRS Capital Advisors, Inc. or either Charles Schwab Investments, Fidelity Investments or TD Ameritrade Investments.