Clients of FCM are welcome to hold their investment assets with whichever institution they choose. However, after extensive due diligence, Fleet Capital Management, has chosen, as our primary custodian, Schwab Institutional, a recognized industry leader in providing custody services to Registered Investment Advisors.

We understand how important it is for you to have the highest degree of confidence that your assets have been placed with a company that is financially sound. For over twenty-five years, investors have entrusted Charles Schwab and Co., Inc. (Schwab) as they work toward their financial goals. We honor that trust by implementing internal protective practices and upholding our stringent business standards designed to meet our industry’s rigorous regulations, and help ensure the safety of investor assets.

In addition, the company continues to win in the marketplace and currently services over 7 million client accounts. Clients brought in a total of $87.2 billion in new assets to the company over the last 18 months, bringing total client assets to $1.2 trillion.

The Securities Insurance Protection Corporation (SIPC) protects client assets, as well as additional coverage provided by Lloyds of London, to $150 million. Account protection does not cover fluctuations in the market value of your securities.

Fleet Capital Management, LLC is a Registered Investment Advisor firm governed by the laws and regulations of the states of Colorado and Washington. FCM offers NO proprietary investment products and NO investment banking, which mean there is NO conflict of interest between you and us.

Fleet Capital Management is your advocate in the complex world of investment and wealth management.

 

     Our Goal