What happens if he is eaten by a shark?
The money and securities in your Tarpon Folio account are held by our custodian FolioFN, and are protected by three levels of insurance for a maximum of $11.5 million per joint account. You are provided with full contact info for Folio during the sign-up process. In the event anything unfortunate should happen to the portfolio manager, you will still be able to contact Folio directly to withdraw your money as appropriate. In addition, Islamorada Investment Management has made arrangements with another fee-only firm to assist our clients with transitioning their assets after such an incident.
