ALL INDIVIDUAL TRUST ACCOUNTS BONDABLE
All checks are issued from the bank directly, no access to assets at charity.
Assets are SIPC insured for $500,000 for investments and $250,000 for cash.
No front load or trail fees nor proprietary investment products.
All records are stored in a secure SSL encrypted extranet.
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100 E. San Marcos Blvd.Suite 400
San Marcos, CA 92069
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