We get excited to share good news about the firms and people serving our clients. Charles Schwab was recently recognized by FORTUNE magazine as the #1 securities company on its list of "World's Most Admired Companies." Click here to view the full list."We're proud of the recognition our peers and other business leaders provided in this year's listing. We know how important the elements of the list are, and ranking number one for our industry on five of the nine categories, including innovation, use of corporate assets, social responsibility, financial soundness and quality of products was rewarding. Our success as a business depends on our clients' trust and confidence, and these factors are crucial in today's environment to building and maintaining that trust."
- Walt Bettinger, Schwab President and CEO
Family Investment Center has no financial relationship with Schwab, but they've been helping many of our clients since 1998. In fact, our clients hold nearly $70 million there. (We recently shot a brief video on client insurance and safety which discusses Schwab's $100,000,000 per account insurance coverage. Watch it here.) One key service we provide is helping clients choose top providers for their investment needs. This type of recognition just confirms our selection processes.
Family Investment Center has no financial relationship with Schwab, but they've been helping many of our clients since 1998. In fact, our clients hold nearly $70 million there. (We recently shot a brief video on client insurance and safety which discusses Schwab's $100,000,000 per account insurance coverage. Watch it here.) One key service we provide is helping clients choose top providers for their investment needs. This type of recognition just confirms our selection processes.
The advisors at Family Investment Center specialize in managing large portfolios ($100,000 or more) of traditional investments. They do, however, advise investors on a broad range of wealth management services. Family Investment Center is a commission-free investment advisory firm registered with the SEC. More about this unique firm can be found at http://www.familyinvestmentcenter.com/, on the firm's blog at http://www.familyinvestmentcenter.blogspot.com/, or on Twitter at www.twitter.com/family_finances. Visit them at 3805 Beck Road, St. Joseph, MO 64506 or call (816) 233-4100.
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