Given the uncertainty of the financial markets and economy, the right advice has never been more important in helping you have the confidence that you are on track to meet your wealth goals no matter how the environment might change.
Now, more than ever, these times warrant partnering with a wealth management team that offers a more insightful perspective on your finances, provides a clearer direction on reaching your goals, and presents an actionable unbiased plan that addresses your entire financial life, not just your investment portfolio.
Additionally, understanding the Protection of Assets is one of the utmost concerns for Pershing. They are a member of SIPC, which protects securities of its clients up to $500,000 (including $250,000 for claims for cash.) In addition to SIPC protection, Pershing provides coverage in excess of SIPC limits for certain underwriters in Lloyd’s** insurance market. The excess SIPC insurance program provides protection for client assets:
*As of December 31, 2013
**Lloyd’s currently holds a A+ rating from Fitch Ratings and Standard & Poor’s, and an A rating from A.M. Best. These ratings are based on the financial strength of the company and are subject to change by the rating agencies at any time.