Seven Layers of Investor Protection at Luther Wealth

Investor protection is probably the #1 thing I spend time thinking about at Luther Wealth. As an independent financial adviser, it can be tough for a prospective client to trust that I will safeguard their savings. Although I’m constantly looking to improve, I am very proud of the level of security I can offer my clients.

  • Diversification
  • Liquidity
  • Separating Custody from Advisory Services
  • Financial Health of My Custodian Brokerage
  • Segregation of Client Assets
  • SIPC
  • Insurance in Excess of SIPC Coverage
purple bank vault door
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