As an RIA and Fiduciary, Sagamore Wealth Management partners with the institutional division of Charles Schwab and Co., Inc. to custody clients assets. Schwab Institutional is the leader in working with independent, fee based advisors to help them grow and protect investments.
Each account is protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 which includes a $250,000 limit for cash only. In addition, Schwab utilizes Lloyds of London for supplemental coverage on all accounts.
Schwab Institutional allows advisors and clients to access a wide variety of low cost investment vehicles with no transaction costs, plus stock transactions at $4.95.
Investment Options include: Stocks, ETF’s, Index funds, REIT’s, limited partnerships, IPO’s, hedge funds and equity options.
