Portfolio Review

  •  

    Questions about your current portfolio or seeking a second opinion?
     
    Speak with one of our
    advisors
    or call 866.545.8816. (New clients only.)
    All other needs, call 800.711.2027.

     

Where is my money held? PDF Print E-mail
While you grant Buckingham Limited Power of Attorney (LPOA) to execute transactions on your behalf, you remain in control of your assets. Your individual account is held in your name at a quality custodian such as Schwab Institutional, Fidelity Investments or TIAA/CREF. Similarly, retirement plans are typically held at custodians that specialize in such services.


Add this page to your favorite Social Bookmarking websites
Reddit! Del.icio.us! JoomlaVote! Google! Live! Facebook! StumbleUpon! Yahoo! Free social bookmarking plugins and extensions for Joomla! websites!