Value Added Solutions

Competence and Services

At Buckman, Buckman & Reid, Inc., you can count on trained specialists. equipped with the latest technology, to provide efficient order executions and prompt, accurate verbal and written reports of your transactions.

Our professionals have access to in-house proprietary trading and portfolio management systems. In addition, our clearing firm RBC Clearing & Custody, LLC has installed a computer system that provides automated order execution, account information and current research reports.

Account Protection

In today's rapidly changing financial markets, you want to entrust your investments to a strong partner. RBC Capital Markets, LLC (RBC CM), provides the protection you need. We view the safety and security of the assets in your accounts as a priority equal in importance to the work we do helping you build, enjoy and share your wealth.

Key Distinction between Brokerages and Banks

It is important to understand a fundamental difference between how assets are treated in a bank account versus that of a brokerage account.

Bank Account

Banks are only required to have a fraction of all deposited money on hand to ensure they can meet minimum cash flow needs. Should a bank fail, and not have sufficient funds to fully reimburse its depositors, Federal Deposit Insurance Corporation (FDIC) protects depositors of member banks, up to certain limits.

Brokerage Account

In the brokerage industry, on the other hand, your assets are held in custody by your brokerage firm. Unless you are using margin, we act as a custodian of your assets holding them on your behalf, but not lending them to others. So your assets should always be available to you.

Thorough Measures to Protect Your Assets

The assets held in an account at RBC CM have four layers of protection:

The fiscal stewardship of RBC CM,
Compliance with Securities and Exchange Commission (SEC) requirements,
Securities Investor Protection Corporation (SIPC) insurance; and
An additional insurance policy purchased from Lloyd's of London.
For more information, please click here.

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