Safeguarding Assets
Our clients require security in unpredictable financial environments. The safety of their assets is of paramount concern to us. We hold our client assets at highly secure, financially stable institutions. Our clients can be confident in the security and accessibility of their money.
Custody & Clearing

Snowden is an independent advisor and does not take custody of client assets. Our clients' assets are securely held at large, reputable financial institutions. We have chosen custody and clearing partners that maintain the highest level of integrity in providing brokerage and custody services and protecting client assets. Our custodians provide insurance protection for client investments in accordance with the Securities Investor Protection Corporation ("SIPC") up to $500,000. In addition to SIPC protection, several of our custodians provide additional "excess SIPC" coverage from Lloyd's of London together with other insurers for our client's brokerage accounts. Neither coverage protects clients against a decline in the market value of the securities, nor does either coverage extend to certain securities that are considered ineligible for coverage.

Snowden, in conjunction with our client's selected custodian, provides a solid foundation to safeguard our client's securities. Additionally, our clients have direct access to their accounts and have the option of receiving monthly reports and trade confirmations directly from the custodian. Our clients have complete visibility into and control of their assets at all times.

Multiple Custodians, Better Advice

In addition, by virtue of separating advice from custody, our clients are able to place assets with a number of secure custodians. In traditional firms, clients only receive advice focused on the assets held at that firm. At Snowden, advisors are able to obtain an aggregated view of client assets held at multiple firms which allows them to manage risk across a client's entire portfolio and better adjust asset allocation.

We are dedicated to providing our clients with appropriate investment strategies based on a holistic view of their entire wealth and delivering comprehensive advice. Working with multiple custodians also allows Snowden to acheive competitive pricing on behalf of our clients.