You’ve worked hard to build up your assets, and the last thing you want to worry about is whether they’re secure. With Ethos, you don’t have to.
We utilize the services offered by Charles Schwab. Established in 1971, it is one world’s largest and most respected financial services firms. Schwab serves more than 5,000 Registered Investment Advisors and Institutions and holds over $2.5 trillion of total client assets*. We leverage the strength of Schwab and utilize the client based resources, services and technology offered by Schwab including.
- Capital Markets Expertise
- Brokerage Technology
- Trading Technology
- Secure Document Vault
Schwab is a member of the Securities Investor Protection Corporation (SIPC). Additionally, Schwab, through an A-rated insurance carrier, provides net asset insurance on brokerage accounts. With the Schwab relationship, conflicts of interest are eliminated and the security of your assets assured.
* As of June 30, 2012