REED & ASSOCIATES, INC.

FEE ONLY ADVISORY SERVICES

Welcome

Client Account Access

Log In Instructions

Getting Started: Forms

Your Team

Why Work With Us?

Benefits

Benchmarks

Our Money Managers

Our Strategic Partners

Account Protection

Code of Responsibility

Partnership With Clients

Investor Education

Contact Us/Directions

ACCOUNT PROTECTION
Account Protection
Client assets are held separately from Reed & Associates, Inc. assets.  Your funds and your securities are kept in a brokerage account with Pershing®, LLC.  Pershing then is required to keep your funds and securities in custodial accounts separate from Pershing's assets.  For more information about Pershing, please visit Our Strategic Partners and read "Your Greatest Protection" in Investor Education.

In 1970 Congress created the Securities Investor Protection Corporation® (SIPC) so that if member companies such as Pershing failed or were liquidated the SIPC would step in.  In the case of any securites or cash missing from eligible client accounts the SIPC provides $500,000 of protection.  For more information on the SIPC please visit Investor Education to read their brochure entitled "How the SIPC Helps You." 

Pershing has arranged for assets in excess of $500,000 to be insured by Lloyd's® of London.   Your account is protected up to $1 billion including $1.9 million in cash awaiting reinvestment for your individual brokerage account.  This does not protect against losses from the rise and fall in the market value of investments. 


Securities Investor Protection Corporation
 










Privacy Policy



Reed & Associates, Inc. 16935 W Bernardo Dr Ste 112 San Diego, CA 92127-1634
Phone: 858-673-0878 | Fax: 858-430-3883 | Email: info@reedwealth.com
CA Insurance License #0534132




Advisory services offered through Reed & Associates, Inc., a registered investment advisor.  Pension plan record keeping offered through other fine companies.

© 2009 Reed & Associates, Inc.  All rights reserved.  Trademarks belong to their respective owners.