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Charles Schwab Investments
Fidelity Investments

All discretionary investment strategies at SimonDavis Asset Management, Inc. are custodied (held) at Charles Schwab Investments or Fidelity Investments.

Your investment funds are not subject to the claims and creditors of SimonDavis Asset Management, Inc. and are protected by the umbrellas of both Charles Schwab Investments and/or Fidelity Investments and the sound insurance companies (listed below). Annually, Our firm's Best Execution Committee reviews a number of custodial options and year after year concludes that both Charles Schwab Investments and/or Fidelity Investments are world premier custodians.

Your Asset Management Account has the following protections:

  • Charles Schwab's and Fidelity'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, Simon Davis Asset Management, Inc. or either Charles Schwab Investments or Fidelity Investments.