SAFETY & STABILITY

It is more important than ever to work with a wealth management firm that is held to the highest fiduciary standards, maintains your assets with a reputable custodian and is completely transparent about your investments, portfolio performance and their advisory fees.

Fiduciary Standard

As a Registered Investment Advisory firm, Glassman Wealth Services is held to a Fiduciary Standard which is the one of the highest standard of care. By law, as a Fiduciary we:

• Act solely in the best interest of our clients with loyalty to only those interests
• Must fully disclose any conflict or potential conflict of interest prior to and throughout our business relationship
• Adopt a Code of Ethics and fully disclose how we are compensated

Asset Protection

All of the accounts we manage through Schwab Institutional come with the Schwab Security Guarantee.

For additional information, see  SchwabSafe and SIPC Insurance.

Privacy & Security

Glassman Wealth Services does not and will not sell your personal information to anyone, for any reason. We are committed to protecting the privacy and security of your accounts and continue to enhance the security measures already in place. These measures include:

• a combination of behind the scenes authentication technology and monitoring
• log-on protocol
• encryption technology
• ongoing privacy training for our employees