Here at Fiduciary Wealth Management, our priority is your peace of mind. We want you to have confidence in your financial future, knowing that your money will be there for you when you need it most.
Because of this, we have chosen to partner with TD Ameritrade Institutional to have custody of our clients’ assets. While we do have the skills and expertise to keep the custody of our clients’ assets in-house, we feel that you are better served when we work in tandem with a large and reputable company.
TD Ameritrade can trace its roots back almost half a century. It has been a leader in online investment management and innovative financial technology. TD Ameritrade Institutional serves over 4,000 independent investment advisory firms like ours, providing comprehensive brokerage and custody services.
The TD Ameritrade Institutional management team are true veterans of the industry. They each have an average of over 20 years of industry experience. With custody of over $1.2 trillion in client assets, they obviously know what they’re doing. (1)
By partnering with TD Ameritrade Institutional, we also gain access to some of the most advanced technology in the industry. This allows us to serve you better and also enhances your client experience. They offer website and mobile account access 24 hours a day, seven days a week. You never have to wait until office hours to find out how your investments are doing, you can access your personal account information at any time and from any place.
We would not work with TD Ameritrade Institutional if they did not promise our clients the high level of service that you have become accustomed to. With over 10,000 full-time employees and 24-hour staffed call centers, you can rest assured that there will be someone there for you when you need them. They also have 2 local branches in Arkansas and 364 local branches nationwide so that they can maintain a personal touch in this digital age.
Asset Protection Guarantee
We know that in the end, the best customer service and the most advanced technology doesn’t matter if your money isn’t safe. In these times of increased data breaches and identity theft, we are all more susceptible to losses caused by unauthorized activity in our financial accounts.
TD Ameritrade offers an Asset Protection Guarantee that refunds your money in those cases. They promise to reimburse any lost cash or shares of securities due to unauthorized activity. You will not suffer any negative financial consequences if it was through no fault of your own. To learn more, visit: https://www.tdameritrade.com/security/asset-protection-guarantee.page.
At Fiduciary Wealth Management, we have confidence that we are doing the right thing for you, our clients, by partnering with TD Ameritrade Institutional. With such a large and trusted institution, you can rest at ease knowing that your money is secure. If you have more questions about TD Ameritrade Institutional or how we can help you with your investments, schedule a phone call now!
About Rocklin Senavinin, CFP®
With nearly 20 years of experience in the financial planning industry, Roc has dedicated his career to helping individuals live comfortably in retirement and enjoy the assets they have spent their career building. He is co-founder of Fiduciary Wealth Management, a fee-only registered investment advisory firm in Little Rock, Arkansas. As a CERTIFIED FINANCIAL PLANNER™ professional, he has advanced training in the holistic process of creating a personal financial plan that addresses a person’s comprehensive needs for the short and long-term. To learn more, connect with Roc onLinkedIn or visitwww.fidwm.com. If you have questions, feel free toschedule a phone call using this link.
The views expressed represent the opinions of Fiduciary Wealth Management, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Fiduciary Wealth Management, LLC’s Form ADV Part 2, which is available upon request.
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Fiduciary Wealth Management is not affiliated with nor an employee of TD Ameritrade Institutional.
TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. ©2018 TD Ameritrade. The views expressed represent the opinions of Fiduciary Wealth Management, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax,financial or legal advice or service to any person.