Sica Strategic Alliances

SICA Wealth Management is privileged to partner with two highly regarded firms in financial services:

Charles Schwab

Brokerage, Investing and Custodial Services

Through a strategic relationship with Charles Schwab, you can access a full range of investing and brokerage services — mutual funds, stocks, ETFs, bonds, CDs, margin loans, as well as online trading and banking. In addition, Schwab Institutional will provide custodial services, which includes traditional SIPC account coverage of $500,000 for each separate account (with a limit of $100,000 for cash balances), as well as aggregate account protection up to a total of $600 million through Lloyd's of London, with a limit of $150 million per customer, including up to $1 million in cash. To explore their products and services, please visit www.schwab.com.

Pershing

Clearing Services

We have engaged Pershing LLC, a Bank of New York Mellon Company — one of the largest financial institutions in the world — to act as our clearing firm for all brokerage transactions. More clients clear through Pershing than through any other firm. Pershing is a member of SIPC, which protects your assets up to $500,000 in value, and carries an excess insurance policy with Lloyd's of London up to $1 billion in assets. For more information, please visit www.pershing.com.

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