Schwab Institutional provides independent verification of client assets and monthly statements;  Schwab Performance Technologies provides portfolio management software, order execution and web-based account data.

• Through Schwab Capital Markets Services we can take advantage of trading efficiencies that may translate into better execution and pricing.
   
• While your assets are covered by SIPC up to $500,000, Schwab provides supplemental protection through Llyods of London that covers your account’s net equity.
   
• Web-based secure logins provide for independent verification of client assets and performance metrics.