SAFETY & SECURITY

Your Assets Are Secure and You Retain Control:

CFO is an independent financial and investment advisory firm that is registered with the U.S. Securities Exchange Commission [SEC], and the absolute confidence of our clients in the safety and security of their investment accounts managed by CFO is of paramount importance. Our clients always retain control of their accounts. CFO does not take custody of clients' assets. All CFO client brokerage accounts are registered in the name of the client through an independent, third-party custodian: Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc. is a leader in the world of investment and brokerage services with 34 million in active brokerage accounts with total client assets of US$7.38 Trillion as of 2023.

Charles Schwab & Co., Inc provides excellent blue-chip protection to investors. Schwab is a member of the Securities Investor Protection Corporation [SIPC], which protects customer securities of its members with coverage of up to US$500,000 [including US$250,000 for claims for cash]. In addition to SIPC protection, Schwab also provides additional brokerage insurance through an agreement with Lloyd’s of London and other London insurers. The combined total of Schwab’s SIPC and other coverage means that Schwab provides up to an aggregate of US$600 Million, limited to a combined return of US$150 Million per customer, up to US$1.15 Million of which may be in cash. This protection becomes available in the event the SIPC limits are exhausted.