Security Financial Private Investment Counsel

Our Custodian

Our client’s financial well-being and protection is of paramount importance to us.

To ensure the security and protection of our client’s assets, we partnered with a leading custodian, Raymond James Correspondent Service (RJCS), to provide custody, clearing and tax reporting services for the accounts under management.

Raymond James - Our Custodian - SFPIC
Croesus - Our Custodian - SFPIC