Assurance Investment Management ensures the highest level of accountability and transparency in the industry. Assurance Investment Management does not hold clients' assets and cannot remove cash or securities from clients' accounts. Instead, clients' money is secured by a reputable, independent, third-party custodian who is a member of the Securities Investor Protection Corporation (SIPC). All deposits and withdrawals can be made directly between the third party custodian and the client. Assurance does not take possession of any securities, checks, or funds of any kind.
Currently, we have selected an industry leading custodian* listed on the New York Stock Exchange, safeguarding over $1.4 trillion in client assets, and over 1.8 million client accounts. Our main custodian holds all cash and securities, records and reports all account activity and balances, and also compiles and mails full statements and confirms directly to clients. We do not place any restrictions on our clients so you can make deposits, withdrawals, or close your account any time you like. All clients are also provided 24/7/365 online access to all the information about their accounts so that clients can keep track of their assets and trades as often as they like.
*Securities and cash are protected and insured by SIPC and additional brokerage insurance in order “to combined return to any customer from a Trustee, SIPC and Lloyd’s of $150 million, includes cash of up to $1 million.”