Safeguarding Client Funds & Securities

Seabridge Wealth Management has a custodial relationship with the Charles Schwab Advisor Services Institutional platform (“Schwab”)2. Schwab is one of the premier custodial platforms in the world with client assets under custody of over $2.4 trillion as of December 31, 2014.

Through Schwab, our clients are provided The Schwab Security Guarantee, which states that Schwab will cover 100% of any client losses in any Schwab account due to unauthorized activity.

To further keep our client’s capital safe, it is our firm’s policy to never take possession of, nor have access to, client funds or securities. Client assets are held at Schwab at all times, where clients can view on-line their balances, positions, and trade activity at any time of their choosing.

We take client security and privacy very seriously. Please click on the following link to review our Privacy Policy.

2 ©2015 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC. Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Seabridge Wealth Management, LLC is an independent investment advisor and is not owned by, affiliated with or supervised by Schwab.

“A very low-cost index fund is going to beat a majority of professionally-managed money. The gross performance [of actively managed money] may be reasonably decent, but fees will eat up a significant percentage of the returns.”

Warren Buffet, Berkshire Hathaway

2007 Shareholders Meeting

“All the time and effort that people devote to picking the right fund, the hot hand, the great manager, have in most cases led to no advantage.”

Peter Lynch, former Fidelity Magellan Fund Manager

Beating the Street, 1993

"The industry as a whole cannot outperform the market because they are the market, and long-term statistics revealing negative returns for the class of active managers confirms it. Yet, what a price investors are willing to pay!"

Bill Gross, PIMCO Co-founder

Former Manager of World's Largest Bond Fund