Custodian

All of your assets are held in custody by Fidelity Investments. Fidelity is one of America's most well-respected financial institutions.

When we execute trades, we also execute them through Fidelity. We have a thirteen year relationship with them and we continue to have Fidelity be our prime broker and custodian because of excellent service and quality.

By having a third party custodian, we feel it gives the client an additional level of investor protection against theft or malfeasance. Our primary goal in this respect is the safe handling and care of your investments.

4100 Newport Place Drive, Suite 250, Newport Beach, CA 92660
Phone: 949-251-9333 | Fax: 949-251-9334 | Email: nora@sfpria.com