Integrity
Inverstor Insurance: While we cannot protect you from changes in the market value of your securities, our US and International clients obtain peace of mind from investor insurance:
- SIPC - Through the Securities Investor Protection Corporation (SIPC), U.S. clients gain investor insurance for up to $500,000 in equities, of which $100,000 can be in cash.
- Loyds of London - Invermundo Financial Services' non-U.S. resident (W8 status) client accounts are managed through International Financial Center and Exchange (IFCE), a fully licensed broker-dealer, clearinghouse, and a subsidiary of Citco International. As Custodian of the accounts, IFCE's offers investor insurance through Loyds of London, International for $100 Million per client per account.
Forthright Integrity: Invermundo Financial Servies is loyally aligned with our clients. We earn your trust with transparency and a commitment to excellent service. To prevent conflicts of interest caused by in-house products and back room sales quotas, Invermundo Financial Services only offers 3rd party financial products and rewards our Team with fee-only, client focused metrics. These trustworthy principles allow us to service clients across lifetimes and generations.