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Who is Schwab Institutional?

April 26, 2017institutional Schwab

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Who is Schwab Institutional?

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• We use Schwab Institutional for our fee-based accounts. Schwab Institutional is a specialized platform that is very conducive to the trading needs of our fee-based clients. Schwab is an unaffiliated third party. • Are you employed by Royal Alliance, Schwab, or Pershing? • No. Lynn R. Daly is an Independent Advisor of Focus Financial. Lynn owns and operates her Financial Advisory Practice since July, 2001. Royal Alliance, Charles Schwab, and Pershing are all unaffiliated third parties. • How safe is my money? • Your accounts are insured against the failure of Pershing or Royal by Securities Investor Protection Corp. (SIPC), a U.S. Government-chartered corporation. Accounts are insured by SIPC up to $500,000 (maximum of $100,000 in cash). For details, please see www.sipc.org. Additional insurance is provided by private insurers up to an unlimited account value. Note: This does not protect your account from market value fluctuations. • Who watches Focus Financial? • Royal Alliance Assoc