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Our Clearing Firm

NATIONAL FINANCIAL SERVICES LLC, (“NFS”) a Fidelity Company.

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of December 31, 2011, National Financial Services LLC serviced 17 million accounts representing $2.3 trillion in assets. Fidelity Investments is one of the world’s largest providers of financial services, with custodied assets of $3.3 trillion, including managed assets of $1.6 trillion as of December 31, 2011. According to Tiburon Strategic Advisors, Fidelity is the number two RIA custodian behind Schwab and ahead of TD Ameritrade.

Account Security: NFS has procured Lloyd’s of London to protect our client's assets in excess of the coverage provided by the Securities Investor Protection Corporation (SIPC). This protection becomes available in the event that SIPC limits are exhausted and is the highest level of excess SIPC coverage currently available. Lloyd’s of London is sole provider of excess SIPC coverage for your brokerage account. For additional details regarding the changes to your excess SIPC coverage, visit www.mybrokerageinfo.com or contact your International Assets advisor.

Enhanced operational efficiencies in operations, technology, and products The NFS relationships allows International Assets Advisory to offer efficient technology, what we consider the best advisor workstation (Streetscape) enabling us to simplify processes and improve responsiveness. Allowing us to provide:

  • • Efficient customer service
  • • Reduced back office interactions
  • • Streamlined workflow
  • • Have the Financial Strength of Fidelity behind us and our clients demand