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About Us
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Protection
for Your Assets As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interests in mind. We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives.
As a result
we have selected Fidelity
Investments to be our custodian for the investments that you entrust to
Seastrunk Financial Management, LLC. Securities in accounts are protected in
accordance with the Securities Investor Protection Corporation (“SIPC”) up
to $500,000 (including cash claims limited to $100,000). For details, please see
www.sipc.org.
Supplemental
Asset Protection Fidelity recognizes that many investors have accounts with balances in excess of the coverage provided by the SIPC and has, through National Financial Services LLC, arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.
The
Strength of Fidelity Investments
Fidelity has been serving the needs of individual
investors and investment professionals for nearly 60 years and, today, is one of
the largest privately owned financial services companies in the world. As
experts in the financial services field, they have a thorough understanding of
the products and services we need in order to best serve you, and they provide
these to us through one of the industry’s most efficient and technologically
advanced brokerage platforms.
Working with Fidelity gives us access to a wide range of products and services
— those offered by Fidelity as well as other firms — that can help us
achieve your financial objectives. Broad
Selection of Investments With one of the largest mutual fund supermarkets in the industry, working with Fidelity enables us to select what we think are the best investments for your portfolio, from more than 5,600 mutual funds from over 400 fund families.
Planning
and Asset Accumulation Resources Whether it’s advice on tax-deferred vehicles like IRAs or charitable giving programs, college savings plans, or specialized wealth management services, we are confident that we will be able to access the products you need, when you need them.
Trading
Strength
We can also leverage Fidelity Capital Markets to buy and sell individual stocks
and bonds, and to utilize a full range of specialized investment vehicles.
Fidelity Capital Markets, the trading arm of Fidelity Investments, provides us
with access to an experienced team of traders on all major stock exchanges, and
is one of the most active traders on these exchanges. In fact, Fidelity Capital
Markets accounts for as much as 5% of the trading volume on the NYSE on any
given day. This high level of trading activity, combined with Fidelity’s
state-of-the-art electronic trading systems, means Fidelity Capital Markets can
match buyers and sellers more easily. This may translate into better pricing for
us, and for you.
Simplified
Recordkeeping
The investment world is complicated enough without
having to keep track of transactions, capital gains and losses, and so on —
especially at tax time. Through our relationship with Fidelity, you will receive
a simplified, consolidated statement each month that reflects all of your
investment positions, transactions, and realized gains and losses on your
trades. At the end of the year, you will receive one 1099 tax form and a summary
statement, which can make preparing your tax return a lot easier. The wide selection of products and services offered through Fidelity, combined with their advanced brokerage platform and additional asset protection, provide a solid foundation to help us work together to achieve your financial objectives. Seastrunk Financial's Privacy Policy At Seastrunk Financial, we want to provide financial security for our clients by helping them with their finances. To accomplish this, we need to collect information about you and your family. Our privacy policy is simple. We do not sell or rent lists containing information about our clients. Your privacy is important to us. That's why we have established policies, procedures and safeguards to protect the information you give us and to limit how that information is shared. This following information summarizes the privacy policy of Seastrunk Financial Management Co. What Kinds Of Information Does Seastrunk Financial Collect And Disclose We may collect nonpublic personal information about you. This includes:
We may disclose the above categories of nonpublic personal information about you to nonaffiliated business partners in order to complete necessary business transactions on your application, account or contract, or in order to comply with legal requirements such as subpoenas or tax and fraud reporting. We will not disclose your contract or account numbers to any nonaffiliated business partners, except as necessary to complete business transactions. We do not disclose information subject to the Fair Credit Reporting Act except as permitted by law. Confidential Seastrunk is committed to maintaining the confidentiality, integrity and security of personal information we have about our clientele. We have implemented extensive administrative, technical and physical safeguards that include:
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