Bollinger Capital Management is a money management firm and does not offer financial planning. Investment decisions are based upon the client's stated objectives for the assets placed under management, and not necessarily upon the client's entire financial profile.
Bollinger Capital Management does not take custody of client funds. All clients maintain complete ownership of all portfolio assets at all times. Accounts managed by Bollinger Capital Management are generally domiciled at TD Ameritrade. Customer accounts at TD Ameritrade are protected as follows: The Securities Investor Protection Corporation (SIPC) provides protection up to $500,000, of which no more than $100,000 can be for claims of cash. (For details, please see www.sipc.org.) Up to an aggregate of $250 million of additional securities protection, of which $900,000 may be applied to cash, is provided by London insurers, also limited to a combined return to any client from a Trustee, SIPC and London of $150 million. This coverage provides you protection against brokerage insolvency and does not protect against loss in market value of the securities. Neither SIPC nor excess SIPC coverage protects against market risk. This protection is not equivalent to FDIC insurance.