Investor protection is probably the #1 thing I spend time thinking about at Luther Wealth. As an independent financial adviser, it can be tough for a prospective client to trust that I will safeguard their savings. Although I’m constantly looking to improve, I am very proud of the level of security I can offer my clients.
- Diversification
- Liquidity
- Separating Custody from Advisory Services
- Financial Health of My Custodian Brokerage
- Segregation of Client Assets
- SIPC
- Insurance in Excess of SIPC Coverage
