Security & Privacy
You should never have to worry about the security of your invested funds. DHR recommends that your funds be in the custody of independent national firms, in accounts registered directly and only to you. This separates investment management from investment custody and keeps you in the driver’s seat.
Our first choice for asset custody is Charles Schwab & Company. Schwab’s reports go directly to you every month. We order trades at Schwab through a Limited Power of Attorney, which allows us to manage but strictly limits our authority over your money.
Charles Schwab & Company carries insurance through the Securities Investor Protection Corporation (SIPC). Appropriate levels of insurance protect you from loss.