Are my assets safe from theft, unauthorized withdrawal and custodial bankruptcy?
While we have discretionary authority to invest your assets, we do not have physical custody. Your investment holdings remain at your brokerage, bank or other securities firm. This separation of management authority from custodial responsibility gives you an additional layer of protection. Only you and those to whom you grant power of attorney can access the funds in your accounts.
Related Questions
- Can a managed variable annuity protect my assets from lawsuits and seizure arising from bankruptcy and estate settlements?
- How safe are my assets from misapropriation or misuse by the trustee or in the event of the bankruptcy of the trustees?
- Are my assets safe from theft, unauthorized withdrawal and custodial bankruptcy?
