Account Protection and Investor Safety
We do not take custody of our client accounts, instead they are custodied with a "qualified custodian." We have selected TradePMR as our qualified custodian.
For additional client protection:
TradePMR specializes in servicing independent registered investment advisor firms and their clients. TradePMR clears their trades through Wells Fargo Clearing Services LLC. Both firms are members of the NASD.
Much of what they do is behind the scenes, but they provide a state-of-the-art trading platform and a vast window to the investing world for each account they custody.
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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