Broker Check


Our Wealth Management System employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more. You can be confident that your important information is safe and secure.

Non transactional

  • Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.

password protection

  • You have a unique User ID and Password. If three consecutive login attempts fail, the system automatically locks your account for 10 minutes, blocking any manual or programmed hacking attempts.
  • Your User ID and Password will never be given out over the phone or sent to an email address that is not pre-registered with your account.

password protection

  • Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users. This is the highest level of encryption currently available today.
  • Your data is so scrambled that trying to read it without authorization is like looking for a single grain of sand on miles of beach.

secured data

  • We house your important data with SunGard Data Systems, a revolutionary server hosting space offering the most secure environment in the industry. SunGard hosts 70% of all financial industry transactions.
  • Physical access at SunGard’s world-class hosting server centers is limited to authorized personnel, and requires multiple levels of authentication, including fingerprint scanning. SunGard Data Systems also makes use of fire protection, electronic shielding, database backups and more to ensure your data is continuously monitored and protected.

certified hacker safe

  • Our Wealth Management System uses third-party security auditors including McAfee, TraceSecurity, and WhiteHat Security to continuously try to hack into the system. Our firewalls have never been breached.
  • Our Wealth Management System is Verisign certified to be hacker safe. To receive this approval, the system is updated every 15 minutes with tests for newly discovered vulnerabilities and validated fixes from hundreds of sources worldwide..