TD Ameritrade for Custody and Brokerage

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We prefer having our clients maintain their individually managed accounts with TD AMERITRADE Institutional.  In the past, they have provided us excellent institutional quality services that have been both cost effective and extremely compatible with how we execute our investment strategy.  From them, you can expect to receive monthly statements and year-end tax reports, all of which are clear and highly informative.  We also provide you, from our offices, quarterly account performance statements and have a robust reporting system that tracks client accounts throughout the day.

TD AMERITRADE, Inc. is a member of the Securities Investor Protection Corporation (the SIPC). Securities in client accounts held at TD AMERITRADE are protected by SIPC up to $500,000 (including $250,000 for claims for cash).  For details, please see www.sipc.org.  Additionally, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers.  For more information and details, please see www.tdainstitutional.com/account-protection.

 

Significant additional information about our services is available to you via the OUR PROCESS page on this site.

You have the right to receive a copy of Part II of Form ADV filed by ELF Capital Management, L.L.C. with the Commonwealth of Virginia prior to signing an Investment Advisory Agreement.  In compliance with investment regulations, ELF Capital Management, L.L.C. will not transact business in any state unless first registered there or qualified for an exemption or exclusion from registration in that state.