Safeguarding our clients’ assets

Blue Line Financial Management LLC, is a partner of F2F retirement services.  F2F and Blue Line Financial management have selected Charles Schwab & Co, Inc. as primary custodian for our clients accounts.  Charles Schwab & Co. Inc. ("Schwab") has more than 20 years of experience serving independent advisors.  Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients

By Using Schwab as primary custodian, Blue Line Financial Management has access to a wide range of products and services that help us serve our clients, including:

·         a full range of investment products and trading services

·         Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

The Charles Schwab Corporation is one of the nation’s leading providers of financial services.  Through their operating subsidiaries,  they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. 

The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health.  Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe.  The maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks.  They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. 

Financial results and more information about the Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com

These materials have been independently produced by Blue Line Financial Management.  Blue Line Financial Management is independent of , and has no affiliation with, Charles Schwab & Co, Inc., or any of its affiliates ("Schwab").  Schwab is a registered broker-dealer and member SIPC.  Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them.  Blue Line Financial Management provides you with investment advice, while Schwab maintains custody of you assets in a brokerage account and will effect transactions for your account on our instruction.