WHAT MEASURES ARE TAKEN BY THE THIRD-PARTY CUSTODIAN TO PROTECT CLIENT ASSETS?
If you choose to work with CCM, Schwab Advisor Services, a division of Charles Schwab & Co., Inc., will be your custodian. Clients grant CCM a limited power of attorney, which limits CCM's actions regarding your Schwab account. Schwab will allow us to make allocation adjustments and deduct management fees. Schwab's primary objective is to protect you.
More detailed information about how Schwab protects clients can be found in this online Schwab brochure.
Schwab Advisor Services is a leading provider of custodial, operational and trading support for independent investment advisors. Using Schwab as its primary custodian, Ciovacco Capital Management, LLC has access to a wide range of products and support to help investors reach their financial goals, including:
Full range of investment strategies and trading services
Technology and service support
Safeguards designed to protect assets
Strict ethical business practices
FAQ - working with ccm
FAQ - GETTING STARTED
Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.