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Private Client Services Overview
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Private Client Services Overview
The Private Client Services area of Peacock Hislop offers the high service level and local investment opportunities of a boutique firm along with national investment products, financial services, and access to research. Investors served by our Private Client area may choose fee-based investment management or traditional commission based investment services.
Throughout our history, we have catered to wealthy individuals and families by providing responsive service, best access to Arizona tax-exempt bonds due to our frequent underwritings and a wide selection of other investment products and services. We have chosen to partner our investor money market account management with The Reserve, one of the nation's largest money managers with over $50 billion in assets under management. Through another strategic relationship, investor accounts are carried through Legent Clearing LLC, which is headquartered in Omaha, Nebraska.
Peacock Hislop is a member of the Financial Industry Regulatory Authority (FINRA). Through our affiliation with Legent Clearing, LLC ("Legent") accounts are insured for up to $25,000,000. The first $500,000 (including up to $100,000 for claims for cash) is covered by the Securities Investor Protection Corporation ("SIPC"). You may obtain information about SIPC, including the SIPC brochure, by contacting SIPC. SIPC's web address is www.sipc.org. Legent provides an additional $24,500,000 of protection for securities in your account (including $900,000 for claims for cash), through Lloyd's of London.
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