Fidelity Investments delivers monthly brokerage statements. Oberstein Wealth Management Inc. prepares and delivers quarterly portfolio management reporting and commentary. Frequent portfolio review meetings augment these reports.
We do not take custody of our clients’ funds. Brokerage assets are held at Fidelity Investments. Each account receives unlimited protection against this custodian’s financial failure (the Securities Investor Protection Corporation provides coverage of $500,000; the remaining insurance is provided by a commercial insurer).
