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Custody & Client Reporting

Custody

Like most independent advisors, Deighan Wealth Advisors does not have custody of client accounts or assets. This means we never maintain possession of client securities or cash. Instead, clients have a separate relationship with a third-party custodian, such as Charles Schwab. This assures important checks and balances are in place.

Reporting

Each quarter, we provide clients with reports showing account positions and activity. Included with these reports is our self-authored Investment Quarterly. At tax time, we also send clients and their tax preparers important reports to supplement documents provided by their securities custodian. Beyond these routine reports, we are happy to provide clients with additional reports upon request. All of our reports supplement the monthly custodial reports.

Privacy Policy

The privacy of our clients’ information is extremely important to us. We collect personal information to open accounts, process transactions, and provide a high level of service. We never, ever sell personal information, and we protect the security and confidentiality of the information we collect. To learn more about how we use client information, please read our Privacy Policy which is part of our Disclosure Statement.

References

Pursuant to our Privacy Policy, we will not disclose our clients’ identities or account information to any other persons without their prior consent. However, if you would like to talk with one or more of our existing clients, we would be pleased to provide references after first obtaining their permission.

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