Schwab Institutional, a division of Charles Schwab & Co. provides safekeeping and custodial services for our clients. Campion is privileged to have access to Schwab’s legacy of excellence in investor protection. Schwab shares our values of high-quality service and client protection; therefore, they are the ideal custodian for safeguarding our clients’ investments.

High Quality Service

Schwab, like Campion, strives to continuously innovate its services. Schwab was a pioneer in the business of serving independent investment advisors and therefore, has a comprehensive understanding of what Campion’s clients need.

Campion chose Schwab because we believe it is a company that is focused on service, not sales.  Schwab’s institutional trading team is committed to our clients’ best interests and consistently delivers quality execution.

Client Protection

As a registered broker/dealer, Schwab is subject to the rules and regulations of the Securities and Exchange Commission, the Financial Industry Regulatory Authority, and the Municipal Securities Rulemaking Board. These regulatory entities have established financial responsibility rules designed to help safeguard client assets and to hold brokerage firms to a high standard of accountability.

Campion’s accounts with Schwab are insured by the Securities Investor Protection Corporation for securities and cash. Additional insurance is provided to Campion’s Schwab accounts through underwriters at Lloyd’s of London and other London insurers. This additional protection becomes available in the event that SIPC limits are exhausted.

Schwab has a strict privacy policy that applies to Campion’s clients. This privacy policy assures that your personal information is never sold and is only shared with third parties in the very limited circumstances allowed or required by law.