Consilium strives to provide our clients peace of mind that their assets and information are protected with secure protocols and current cyber security practices.
All client assets directly managed by Consilium are securely held at Schwab Institutional Services. Schwab provides: access, custody, reporting, trading, and client cybersecurity technology. Consilium is authorized only to trade investment accounts, not move funds without client verified direction and authorization.
Charles Schwab:
- $100 billion company.
- Custodian to over 10 million individuals, corporations, foundations, endowments
- Holds $4.0 trillion in total client assets.
- Has SIPC & FDIC Coverage
- Carries a $600 million Lloyds of London policy, with an additional $150 million policy with other London insurers.
Consilium Wealth Advisory, LLC carries its own additional E&O insurance.
Consilium maintains Disaster Recovery Plans, Business Continuity, Cyber Security, and Succession Plans.
All client information is securely held on our workplace premises and replicated in Sharefile encrypted cloud storage.
All Consilium client performance is calculated by independent 3rd party Morningstar and reported net-of-fee.
Our compliance efforts are assisted by RIA in a Box, an independent third-party RIA compliance advisory firm.
Consilium Wealth Advisory, LLC is overseen by the Securities and Exchange Commission (SEC).